LeadConnector + Xodo Sign
Create new Xodo Sign contacts when LeadConnector pipeline stages change
Stay on top of new business opportunities seamlessly with this efficient workflow. When a lead's stage changes in the LeadConnector app, it prompts the creation of a new contact in the Xodo Sign app. This automation streamlines your sales process, ensuring you never miss interacting with a potential client, especially during crucial transitions. Perfect for businesses looking to refine their sales process and improve client engagement.
Stay on top of new business opportunities seamlessly with this efficient workflow. When a lead's stage changes in the LeadConnector app, it prompts the creation of a new contact in the Xodo Sign app. This automation streamlines your sales process, ensuring you never miss interacting with a potential client, especially during crucial transitions. Perfect for businesses looking to refine their sales process and improve client engagement.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create 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
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
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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
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
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