Client Dispute Manager + LeadConnector
Create website leads in Client Dispute Manager when pipeline stages are updated in LeadConnector
Elevate your lead management process with this seamless workflow between LeadConnector and Client Dispute Manager. When a lead's pipeline stage shifts in LeadConnector, a corresponding update automatically happens in Client Dispute Manager. This ensures steady and efficient lead tracking, ensuring none of the important updates slip through the cracks. Improve your productivity with this streamlined integration.
Elevate your lead management process with this seamless workflow between LeadConnector and Client Dispute Manager. When a lead's pipeline stage shifts in LeadConnector, a corresponding update automatically happens in Client Dispute Manager. This ensures steady and efficient lead tracking, ensuring none of the important updates slip through the cracks. Improve your productivity with this streamlined integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Website Lead
Creates a new web lead.
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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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