Cash Flow Portal + LeadConnector

Cash Flow Portal + LeadConnector integrations

Create and update contacts in LeadConnector whenever new contacts are created in Cash Flow Portal

Keep your lead management streamlined and efficient. With this workflow, every time you create a new contact in the Cash Flow Portal app, it will also be added or updated in the LeadConnector app. This enables a seamless flow of information between the two platforms, ensuring your lead information is always up-to-date, thereby saving you time and improving accuracy.

When this happens...
Create ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Cash Flow Portal and LeadConnector

Discover other triggers and actions you can use with Cash Flow Portal and LeadConnector

- Company portal
Trigger
Instant
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- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
Try It
- Company portal
- Contact ID
- Email address
- Meeting title
  Required
- Start time
  Required
- Duration
  Required
- Outcome
- Company members
- Note
- Meeting reminder
Action
Write
- Phone number
  Required
- Company portal
Action
Search

- Contact ID
  Required
- Company portal
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

- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Polling
Try It
- Company portal
Trigger
Instant
Try It
- Contact ID
- Email address
- Company portal
- First name
- Last name
- Contact owners
- Add tags
- Remove tags
- Note
- Secondary email address
- Phone number
- Accreditation status
- Show offerings
- Marketing subscription
- SMS consent
- Street address line 1
- Street address line 2
- City
- State/Province
- Zip/Postal code
- Country
- UTM source
- UTM medium
- UTM campaign
- UTM term
- UTM content
- UTM captured at
Action
Write
- Email address
  Required
- Company portal
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

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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Related categories

CRM (Customer Relationship Management)

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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Related Zap Templates

Create or update contacts in Cash Flow Portal and add or update opportunities in LeadConnector