Act! + LeadConnector

Add new Act! contacts to LeadConnector as leads in a workflow

Streamline your lead management process with this automation. When a new contact is added in the Act! app, this workflow will seamlessly add them to your lead pipeline in the LeadConnector app. This ensures you never miss a potential lead, enhancing your team's efficiency and effectiveness.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Add Lead to Workflow
Adds a lead to an existing workflow.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- ContactRequired
- Note TextRequired
- Private
Action
Write
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- NameRequired
- Description
Action
Write

- Field to Search ByRequired
- Value to Search ByRequired
Action
Search
- Field to Search ByRequired
- Value to Search ByRequired
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Contact Updated
Triggers when a Contact is updated.
Trigger
Polling
Try It
- Activity TypeRequired
- Regarding
- Schedule WithRequired
- Start TimeRequired
- End TimeRequired
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
- ContactRequired
- Estimated Close DateRequired
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
Action
Write
- TypeRequired
- ContactRequired
- Regarding
- Details
- Start TimeRequired
- End TimeRequired
- Private
Action
Write
- ContactRequired
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Group Name
Action
Search
- NameRequired
- Description
Action
Search or write
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write