LeadConnector + Salestrekker
Create new Salestrekker contacts when LeadConnector pipeline stages change
Effortlessly streamline your sales process with this workflow that connects LeadConnector and Salestrekker. When a pipeline stage changes in LeadConnector, a new contact is created in Salestrekker, ensuring your contact information stays up-to-date and organized. Boost efficiency and save time by letting this automation handle the data transfer seamlessly for you.
Effortlessly streamline your sales process with this workflow that connects LeadConnector and Salestrekker. When a pipeline stage changes in LeadConnector, a new contact is created in Salestrekker, ensuring your contact information stays up-to-date and organized. Boost efficiency and save time by letting this automation handle the data transfer seamlessly for you.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Contact
Creates a Contact.
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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
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