Campaign Refinery + LeadConnector

Create contacts in Campaign Refinery when pipeline stages change in LeadConnector

Easily manage your sales leads and communication flow with this seamless workflow. Whenever a pipeline stage changes in LeadConnector, a new contact is instantly created in Campaign Refinery. This ensures your marketing efforts stay aligned with sales tracking, improving efficiency and enhancing your overall lead management strategy.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with LeadConnector and Campaign Refinery

Discover other triggers and actions you can use with LeadConnector and Campaign Refinery

- 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
New Broadcast
Triggers when a broadcast is created.
Trigger
Polling
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New Contact
Triggers when there is a new contact.
Trigger
Polling
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Updated Contact
Triggers when a contact is updated.
Trigger
Polling
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New Custom Attribute
Triggers when there is a new custom attribute.
Trigger
Polling
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New Goal
Triggers when there is a new goal.
Trigger
Polling
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- Contact UUID
  Required
- Form UUID
  Required
Action
Write
- Contact UUID
  Required
- Tag UUIDs
  Required
Action
Write
- Emails
  Required
- Ignore Header Row
- Notify Email
Action
Write
- Campaign
- Sequence
  Required
Action
Write
- Template Name
  Required
- Email Delivery System
  Required
- Footer
  Required
- Subject
  Required
- From Name
- From Email
- Reply-To Name
- Reply-To Email
- Preview Text
- HTML Content
- Raw HTML Content
- Use Raw HTML Content
- Reply Tracking
Action
Write
- Custom Attribute Group UUID
  Required
- Name
  Required
- Type
  Required
Action
Write
- Form Name
  Required
- Allow Duplicates
- Success URL
- Error URL
- Include First and Last Name
- Include Full Name
- Name Required
- Include All Enabled Fields
- Include All Validation
- Pass UUID on Success
- Include Invisible reCAPTCHA
- Invisible reCAPTCHA Site Key
- Invisible reCAPTCHA Site Secret
Action
Write
- Campaign
  Required
- Sequence Name
  Required
- Is Active
Action
Write
- Tag Name
  Required
- Parent Tag UUID
Action
Write
- Broadcast Template
  Required
Action
Write
- Form UUID
  Required
Action
Write
- Campaign
- Sequence
- Event
  Required
Action
Write
- Contact UUID
  Required
- Tag UUIDs
  Required
Action
Write
- Recipient Emails
  Required
- HTML Content
- Subject
- Message
- Footer
  Required
- Email Design System
- Sending Domain
- From Name
- From Email
- Reply-To Name
- Reply-To Email
- To Name
- Preview Text
Action
Write
- Campaign
- Sequence
  Required
- Goal
Action
Write
- Broadcast
  Required
- Broadcast Name
  Required
- Suppression List UUIDs
- Automation Actions
Action
Write
- Template
  Required
- Template Name
- Email Design System
- Footer
- Subject
- Preview Text
- From Name
- From Email
- Reply-To Name
- Reply-To Email
- HTML Content
- Raw HTML Content
- Use Raw HTML Content
- Reply Tracking
Action
Write
- Contact UUID
  Required
- Email
- First Name
- Last Name
- Full Name
- Opted Out
- Domain
Action
Write
- Form UUID
  Required
- Form Name
- Allow Duplicates
- Success URL
- Error URL
- Include First and Last Name
- Include Full Name
- Name Required
- Include All Enabled Fields
- Include All Validation
- Pass UUID on Success
- Include Invisible reCAPTCHA
- Invisible reCAPTCHA Site Key
- Invisible reCAPTCHA Site Secret
Action
Write
- Campaign
- Sequence
  Required
- Sequence Name
  Required
- Is Active
- Run Multiple
- Run Multiple Reset
Action
Write
- Tag UUID
  Required
- Tag Name
  Required
- Parent Tag UUID
Action
Write
- Contact UUID
- Contact Email
Action
Search
- Date (YYYY-MM-DD)
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Email
  Required
- First_name
- Last_name
- Name (Instead of First and Last Name)
- Form_id
- Tags
- Goal_id
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 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
New Campaign
Triggers when a campaign is created.
Trigger
Polling
Try It
New Contact Added
Triggers when a new contact is added.
Trigger
Polling
Try It
New Custom Attribute Group
Triggers when there is a new custom attribute group.
Trigger
Polling
Try It
New Form
Triggers when there is a new form.
Trigger
Polling
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New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
- Contact UUID
  Required
- Goal UUID
  Required
Action
Write
- Broadcast
  Required
Action
Write
- Campaign
  Required
Action
Write
- Email
  Required
- First_name
- Last_name
- Name (Instead of First and Last Name)
- Form_id
- Tags
- Goal_id
Action
Write
- Campaign Name
  Required
- Campaign Type
  Required
- Campaign Description
- Email Design System
  Required
- Footer
  Required
Action
Write
- Group Name
  Required
Action
Write
- Goal Name
  Required
- Goal Match Type
- Tag UUIDs
Action
Write
- Campaign
- Sequence
  Required
- Event Type
  Required
Action
Write
- Broadcast
  Required
Action
Write
- Campaign
  Required
Action
Write
- Campaign
- Sequence
  Required
Action
Write
- Tag UUID
  Required
Action
Write
- Broadcast
  Required
- Send ASAP
- Scheduled At
Action
Write
- Recipient Email
  Required
- HTML Content
- Subject
- Message
- Footer
- Email Design System
- Sending Domain
- From Name
- From Email
- Reply-To Name
- Reply-To Email
- To Name
- Preview Text
- Custom Parameters
- Custom Headers
- Suppression List UUIDs
- Defer Contact Clean
- Attachments
Action
Write
- Email
  Required
- First Name
- Last Name
- Full Name (Fallback for First/Last)
- Contact UUID (for Update)
- Form
- Goal
- Campaign (for Sequence Filter)
- Sequences
- Tags
- Domain (Sub-Account)
- Create Only (Skip Update if Exists)
- Custom Attributes (JSON)
Action
Write
- Broadcast
  Required
- Message: Email Design System
  Required
- Message: Footer
  Required
- Message: Subject
  Required
- Message: Internal Name
- Message: From Name
- Message: From Email
- Message: Reply-To Name
- Message: Reply-To Email
- Message: Preview Text
- Message: HTML Content
- Message: Raw HTML Content
- Message: Use Raw HTML Content
- Message: Reply Tracking
Action
Write
- Campaign
  Required
- Campaign Name
  Required
- Campaign Type
  Required
- Campaign Description
- Email Design System
  Required
- Footer
  Required
Action
Write
- Custom Attribute UUID
  Required
- Name
  Required
Action
Write
- Goal UUID
  Required
- Goal Name
  Required
- Goal Match Type
- Tag UUIDs
Action
Write
- Campaign
- Sequence
- Event
  Required
- Event Name
- Email Delivery System
- Email Name
- Email Subject
- Footer
- Email Body
- Custom Email Body
- Use Custom Email Body
- Email Preview Text
- From Name
- From Email
- Reply-To Name
- Reply-To Email
- Email Recipient
- Delay Days
- Delay Hours
- Delay Minutes
- Delay Seconds
- Run on Mondays
- Run on Tuesdays
- Run on Wednesdays
- Run on Thursdays
- Run on Fridays
- Run on Saturdays
- Run on Sundays
- Run Immediately
- Run At Hour (0-23)
- Run At Minute (0-59)
- Tags
- URL
- Content Type
- Params
- Param Names
- Param Values
- Header Names
- Header Values
- Clone From Field
- Clone To Field
Action
Write
- Email
  Required
Action
Search
- Custom Attribute Key
  Required
Action
Search
- Name
  Required
Action
Search
- Limit
- Only Contacts With Tag UUIDs
- Exclude Contacts With Tag UUIDs
Action
Search
- Email
  Required
Action
Search

About Campaign Refinery

Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences with list cleaning and deliverability optimization.

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Related categories

Marketing

About LeadConnector

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

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Related categories

Marketing Automation

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