AccessAlly + LeadConnector
Update LeadConnector contacts whenever new AccessAlly custom operation triggers occur
Streamline your contact management by linking AccessAlly with LeadConnector. Whenever a custom operation event happens in AccessAlly, it triggers a dynamic action in LeadConnector to add or update a contact. This efficient workflow ensures your leads data in AccessAlly and LeadConnector stay coordinated without requiring manual input, keeping your database updated in real-time.
Streamline your contact management by linking AccessAlly with LeadConnector. Whenever a custom operation event happens in AccessAlly, it triggers a dynamic action in LeadConnector to add or update a contact. This efficient workflow ensures your leads data in AccessAlly and LeadConnector stay coordinated without requiring manual input, keeping your database updated in real-time.
- When this happens...AccessAlly Custom Operation Trigger
Triggers when an AccessAlly Zapier Custom Operation is run.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Custom Operation IDRequired
Try ItClient Successfully Makes a Purchase
Triggers when a client makes a successful purchase.
Try ItIn 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
Client Opts in via an AccessAlly Form
Triggers when a client submits an AccessAlly form. The exact information is dependent on the AccessAlly Form setup, but usually includes name and email.
Try ItClient Submits Preliminary Order Form Information
Triggers when a client submits name and email information on an order form. This can be used to start an abandoned cart automation / sequence.
Try ItFirst 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)
