LeadConnector + Quotient
Create new Quotient contacts when pipeline stages change in LeadConnector
Easily stay on top of your leads with this seamless workflow. When you update a lead's status in LeadConnector, watch as a corresponding contact is immediately created in Quotient. Perfect for businesses and sales teams wanting to keep their contact list instantly updated and aligned with their pipeline stages. Save time, reduce manual entry, and ensure your Quotient contacts are always reflecting your current leads.
Easily stay on top of your leads with this seamless workflow. When you update a lead's status in LeadConnector, watch as a corresponding contact is immediately created in Quotient. Perfect for businesses and sales teams wanting to keep their contact list instantly updated and aligned with their pipeline stages. Save time, reduce manual entry, and ensure your Quotient contacts are always reflecting your current leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new Contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
Quote Accepted
Triggers when a Quote is Accepted.
Try It
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
Quote Declined
Triggers when a Quote is Declined.
Try It
