LeadConnector + RepCard
Create new RepCard users when LeadConnector pipeline stages change
Keep your sales process up-to-date with this handy workflow. Whenever a stage in your LeadConnector pipeline shifts, this change is directly replicated within RepCard. This ensures your RepCard profile remains accurate with every sales stage movement. Experience an effortless connection between LeadConnector and RepCard that preserves consistency and saves valuable time.
Keep your sales process up-to-date with this handy workflow. Whenever a stage in your LeadConnector pipeline shifts, this change is directly replicated within RepCard. This ensures your RepCard profile remains accurate with every sales stage movement. Experience an effortless connection between LeadConnector and RepCard that preserves consistency and saves valuable time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create User
This will create a user in RepCard.
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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
Trigger when any appointment is changed to the status(s) below:Required
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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
Appointment Set
Triggers when a new Appointment is created for any contact.
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