Keeper + LeadConnector
Create new Keeper clients when pipeline stages change in LeadConnector
Streamline your company's sales process with this workflow. When a lead's status changes in LeadConnector, it sets off a process to create a new client in Keeper. This seamless transfer of data not only saves valuable time, but it also ensures each prospect is immediately added to your client base, keeping your client records consistently up to date.
Streamline your company's sales process with this workflow. When a lead's status changes in LeadConnector, it sets off a process to create a new client in Keeper. This seamless transfer of data not only saves valuable time, but it also ensures each prospect is immediately added to your client base, keeping your client records consistently up to date.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client in Keeper.
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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
Client Properties Update
Triggers when client properties are modified.
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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
Close Status Update
Triggers when the status of a close is modified.
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