LeadConnector + Seven Time
"transition LeadConnector stages and instantly create new customers in Seven Time"
Keep track of your sales prospects seamlessly with this streamlined workflow that springs into action when a change happens in your Pipeline Stage in the LeadConnector app. This initiates the process of creating a new customer in the Seven Time app, ensuring every adjustment in your base lead data translates into timely updates in your customer records. Empower your sales strategy and elevate customer management by utilizing this solution.
Keep track of your sales prospects seamlessly with this streamlined workflow that springs into action when a change happens in your Pipeline Stage in the LeadConnector app. This initiates the process of creating a new customer in the Seven Time app, ensuring every adjustment in your base lead data translates into timely updates in your customer records. Empower your sales strategy and elevate customer management by utilizing this solution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Create customer in Seven Time.
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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
Customer
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
Workflow IDRequired
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
New Customer
Triggers when a new customer is created in Seven Time.
Try It
