LeadConnector + thanks.io
Add new recipients in thanks.io whenever pipeline stages change in LeadConnector
When a lead progresses to a new stage in the LeadConnector app, streamline your workflow with this automation that seamlessly adds the recipient in your thanks.io platform. Without any manual input, you ensure your thanks.io platform stays up-to-date, fostering consistent communication with your leads. Additionally, it presents an efficient solution to manage your evolving lead stages and maintain accurate contact information.
When a lead progresses to a new stage in the LeadConnector app, streamline your workflow with this automation that seamlessly adds the recipient in your thanks.io platform. Without any manual input, you ensure your thanks.io platform stays up-to-date, fostering consistent communication with your leads. Additionally, it presents an efficient solution to manage your evolving lead stages and maintain accurate contact information.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted.
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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
Order IDRequired
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
Mailing List (if not selected, trigger will apply to all recipients)
Try It
