Cash Flow Portal + LeadConnector

Create or update contacts in Cash Flow Portal to efficiently add or update contacts in LeadConnector

Maintain a consistent flow of contact data between Cash Flow Portal and LeadConnector with ease. Whenever there's a creation or update of details in Cash Flow Portal, the same changes are reflected immediately in LeadConnector. Enhance your data accuracy, avoid redundant entry, and save time for key business processes. This automation provides a straightforward solution to ensure up-to-date and unified contact data across both platforms.

When this happens...
Create or Update Contact
Triggers when a contact is recently created or updated.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Contact ID
- Email address
- Team
- First name
- Last name
- 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
- Contact IDRequired
- Team
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 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

- Team
Trigger
Instant
Try It
- Team
Trigger
Polling
Try It
- Team
Trigger
Instant
Try It
- Email addressRequired
- Team
Action
Search
- 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