Apizeal + LeadConnector

Apizeal + LeadConnector integrations

Update leads in Apizeal when pipeline stages change in LeadConnector

Stay ahead in managing your leads effectively with this handy workflow. Whenever there's a change in the pipeline stage within the LeadConnector app, this workflow kickstarts the process to create or update the corresponding lead information in the Apizeal app. This automated system not only ensures data consistency across platforms, but also eliminates manual data entries, allowing you to focus on nurturing your leads and closing deals.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create/Update LeadTriggers when a new lead is created in Apizeal
ActionWrite

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More things you can do with LeadConnector and Apizeal

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

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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
Contact Created
Triggers when a new contact is created in Apizeal
Trigger
Instant
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Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
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Quote Created
Triggers when a quote is created in Apizeal
Trigger
Instant
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User Created
Triggers when a user is created in Apizeal
Trigger
Instant
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Task Created
Triggers when a new task is created in Apizeal
Trigger
Instant
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Task Status Updated
Triggers when a task status is updated in Apizeal
Trigger
Instant
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- Title
  Required
- Description
- Start
  Required
- End
  Required
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write
- Product Type
  Required
- Effective Date
  Required
- Household Income
- Number of Members
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- First Name
  Required
- Middle Name
- Last Name
  Required
- Second Last Name
- Email
- Phone
- Preferred Language
- Date of Birth
- Age
- Gender
- Pregnant
- Tobacco User
- Is Applicant
- Start Index
- Source (Integration Name)
Action
Write
- First Name
- Last Name
- Full Name
- Email Address
  Required
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access Role
  Required
- Source (Integration Name)
Action
Write
- Policy ID
  Required
- Status ID
  Required
Action
Write
- Last Name
  Required
- Email address
  Required
- Phone
  Required
- Date of Birth
  Required
- Search in Contacts, Leads, or both
Action
Search
- Last Name
  Required
- Date of Birth
  Required
- Zip Code
  Required
- Product Type
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
Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
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Policy Created
Triggers when a policy is created in Apizeal
Trigger
Instant
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SMS Received
Triggers when a new SMS is received in Apizeal
Trigger
Instant
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Form Signed
Triggers when a form is signed in Apizeal
Trigger
Instant
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Policy Status Updated
Triggers when a policy status is updated in Apizeal
Trigger
Instant
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- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Contact ID
- Policy ID
- Assigned Contact ID
- Assigned User ID
- Source (Integration Name)
Action
Write
- Phone Number
  Required
- Description
  Required
- Source (Integration Name)
Action
Write
- Task ID
  Required
- Status ID
  Required
Action
Write
- Contact ID
  Required
- Product Type
Action
Search

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

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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

Similar apps

Zapier Forms

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