ALIS + LeadConnector

ALIS + LeadConnector integrations

Create new LeadConnector opportunities every time a prospect is added in ALIS

Create new opportunities with ease and save time with this seamless integration. When a new prospect is added to your ALIS app, their information is conveniently transferred to the LeadConnector app to add or update an opportunity. This workflow ensures that your sales pipeline remains current and organized, eliminating manual data entry and ensuring you never miss a potential lead. Boost your efficiency and keep your focus on making your sales through this streamlined process.

When this happens...
Created ProspectTriggers when a new prospect is created.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with ALIS and LeadConnector

Discover other triggers and actions you can use with ALIS and LeadConnector

Created Contact
Triggers when a new contact is created.
Trigger
Instant
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Created Referral Source
Triggers when a new referral source is created.
Trigger
Instant
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Disabled Referral Source
Triggers when a referral source is disabled.
Trigger
Instant
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Resident Move-In
Triggers when a resident moves in.
Trigger
Instant
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Updated Contact
Triggers when a contact's info is updated.
Trigger
Instant
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Updated Prospect Score
Triggers when a prospect's score is updated.
Trigger
Instant
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Updated Referral Source
Triggers when a referral source's info is updated.
Trigger
Instant
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- Community ID
  Required
- Source
  Required
- External Lead ID
- Prospect First Name
- Prospect Last Name
- Prospect Nickname
- Prospect Gender
- Prospect Date Of Birth
- Prospect Product Type
- Prospect Street 1 Address
- Prospect Street 2 Address
- Prospect City
- Prospect State
- Prospect ZIP Code
- Prospect Email
- Prospect Phone
- Contact Relation Type
- Contact First Name
- Contact Last Name
- Contact Organization Name
- Contact Street 1 Address
- Contact Street 2 Address
- Contact City
- Contact State
- Contact ZIP Code
- Contact Mobile Phone
- Contact Home Phone
- Contact Email
- Inquiry Date
- Physical Move-In Date
- Financial Move-In Date
- Stage
- Score
- Marketing Status
- Story
- Schedule Tour
- Tour Date
- Tour Note
Action
Write
- Prospect ID
  Required
Action
Search
- Resident ID
  Required
Action
Search
- In Pipeline
  Required
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Created Prospect
Triggers when a new prospect is created.
Trigger
Instant
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Deleted Prospect
Triggers when a prospect's basic info is updated.
Trigger
Instant
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Get All Communities
List all communities from an ALIS account.
Trigger
Polling
Try It
Resident Move-Out
Triggers when a resident moves out.
Trigger
Instant
Try It
Updated Prospect
Triggers when a prospect's basic info is updated.
Trigger
Instant
Try It
Updated Prospect Stage
Triggers when a prospect's stage is updated.
Trigger
Instant
Try It
Updated Resident
Triggers when a resident's basic info is updated.
Trigger
Instant
Try It
- Contact ID
  Required
Action
Search
- Prospect ID
  Required
Action
Search
- Resident ID
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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

About ALIS

ALIS is a comprehensive suite of eHR tools purpose-built for assisted living communities.

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Related categories

CRM (Customer Relationship Management)

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new ALIS prospects as LeadConnector contacts

Add new ALIS contacts to LeadConnector