LeadConnector + Sertifier Integration

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LeadConnector + Sertifier Integration
1.
  • LeadConnector
    Form is submitted in LeadConnector

    Triggers the automation when a form is filled

    Instant
  • LeadConnector
    Survey is submitted in LeadConnector

    Triggers the automation when a survey response is submitted

    Instant
  • LeadConnector
    Pipeline stage is changed in LeadConnector

    Triggers the automation when a pipeline stage is changed

    Instant
  • LeadConnector
    Customer replies in LeadConnector

    Triggers the automation when a customer replies to a message

    Instant
  • LeadConnector
    Customer booked an appointment in LeadConnector

    Triggers the automation when a customer books an appointment

    Instant
  • LeadConnector
    Trigger link is clicked in LeadConnector

    Triggers the automation when a link is clicked

    Instant
  • LeadConnector
    Call status is changed in LeadConnector

    Triggers the automation when call details are modified

    Instant
  • LeadConnector
    Birthday reminder is sent in LeadConnector

    Triggers the automation when a birthday reminder is sent

    Instant
  • LeadConnector
    Custom date reminder is received in LeadConnector

    Triggers the automation when a custom date reminder is received

    Instant
  • LeadConnector
    Task reminder is received in LeadConnector

    Triggers the automation when a task reminder is received

    Instant
  • LeadConnector
    Opportunity is staled in LeadConnector

    Triggers the automation when any opportunity becomes inactive

    Instant
  • LeadConnector
    Task is added in LeadConnector

    Triggers the automation when a new task is added

    Instant
  • LeadConnector
    Contact tag is changed in LeadConnector

    Triggers the automation when a contact tag is updated

    Instant
  • LeadConnector
    Order form is submitted in LeadConnector

    Triggers the automation when a new order is received

    Instant
  • LeadConnector
    Appointment is created in LeadConnector

    Triggers the automation when a new appointment is created

    Instant
  • LeadConnector
    Opportunity status is changed in LeadConnector

    Triggers the automation when the status of an opportunity changes

    Instant
  • LeadConnector
    Note is added in LeadConnector

    Triggers the automation when a new note is created

    Instant
  • LeadConnector
    Email event occurs in LeadConnector

    Triggers the automation when any email event occurs

    Instant
  • Sertifier
    Email template is created in Sertifier

    Triggers the automation when an engagement action is created or modified

  • Sertifier
    Detail is created in Sertifier

    Triggers the automation when a new detail is created

  • Sertifier
    Certificate design is created in Sertifier

    Triggers the automation when a new certificate design is created

  • Sertifier
    Delivery is created in Sertifier

    Triggers the automation when a package or item is delivered

  • Sertifier
    Custom attributes is created in Sertifier

    Triggers the automation when a new custom attribute is created

  • Sertifier
    Badge design is created in Sertifier

    Triggers the automation when a new badge design is added

2.
  • LeadConnector
    Create contact in LeadConnector

    Adds a new contact to the database

  • LeadConnector
    Update contact in LeadConnector

    Updates contact information with new details

  • LeadConnector
    Search contact in LeadConnector

    Finds and retrieves contact information

  • LeadConnector
    Create opportunity in LeadConnector

    Creates a new instance of the support system

  • LeadConnector
    Update opportunity in LeadConnector

    Updates the opportunity details as needed

  • LeadConnector
    Search opportunity in LeadConnector

    Searches for a opportunity

  • LeadConnector
    Add lead to campaign in LeadConnector

    Adds a new lead to a marketing campaign for targeted outreach

  • LeadConnector
    Create account in LeadConnector

    Generates a new account

  • LeadConnector
    Create user in LeadConnector

    Generates a new user account

  • LeadConnector
    Stop all campaigns for lead in LeadConnector

    Stop all active campaigns targeting lead generation

  • LeadConnector
    Create note in LeadConnector

    Creates a new note in the particular format

  • LeadConnector
    Create task in LeadConnector

    Creates a new task

  • LeadConnector
    Update task in LeadConnector

    Updates the task with new information or changes

  • LeadConnector
    Search task in LeadConnector

    Searches for a task

  • Sertifier
    Add recipient to a Delivery in Sertifier

    Adds a recipient to a delivery list

  • Sertifier
    Create detail & delivery dynamically in Sertifier

    Generates customized details and deliver them dynamically based on user preferences

  • Sertifier
    Create detail in Sertifier

    Creates a new detail entry

  • Sertifier
    Create delivery in Sertifier

    Creates a new delivery entry

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