Client Dispute Manager + LeadConnector
Create Client Dispute Manager customers when LeadConnector pipeline stages change
Effortlessly manage your leads and customers with this efficient workflow. When a pipeline stage is changed in LeadConnector, a new customer will be created in Client Dispute Manager, ensuring a seamless transition between your sales process and customer management. Save time and stay organized by simplifying your business processes with this handy automation.
Effortlessly manage your leads and customers with this efficient workflow. When a pipeline stage is changed in LeadConnector, a new customer will be created in Client Dispute Manager, ensuring a seamless transition between your sales process and customer management. Save time and stay organized by simplifying your business processes with this handy automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a customer.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Active Status
Triggers when we change the status from active to other status.
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