LeadConnector + Salestrekker
Create Salestrekker deals when LeadConnector pipeline stages change
Effortlessly streamline your sales process by connecting LeadConnector with Salestrekker. With this workflow, whenever a pipeline stage changes in LeadConnector, a new deal will be created in Salestrekker, ensuring your sales and CRM platforms remain aligned. Save time and boost efficiency by allowing this integration to manage your deal creation, keeping your focus on closing more sales.
Effortlessly streamline your sales process by connecting LeadConnector with Salestrekker. With this workflow, whenever a pipeline stage changes in LeadConnector, a new deal will be created in Salestrekker, ensuring your sales and CRM platforms remain aligned. Save time and boost efficiency by allowing this integration to manage your deal creation, keeping your focus on closing more sales.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Deal
Creates a new Deal.
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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
OrganizationRequired
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
OrganizationRequired
Try It
