Centerpoint Connect + LeadConnector

Centerpoint Connect + LeadConnector integrations

Create or update LeadConnector contacts whenever new or updated opportunities arise in Centerpoint Connect

Stay on top of your business opportunities with this smart workflow. Whenever a new or updated opportunity arises in Centerpoint Connect, a corresponding contact gets added or updated in LeadConnector. This automation streamlines your information flow, keeping your contact management system up-to-date and accurate without any manual intervention. Save time and ensure every business opportunity is captured effectively.

When this happens...
Opportunity Created or UpdatedTriggers when an opportunity is updated or created.
TriggerPolling
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Centerpoint Connect and LeadConnector

Discover other triggers and actions you can use with Centerpoint Connect and LeadConnector

Task Created or Updated
Triggers when a task is created or updated.
Trigger
Polling
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Production Ticket Created or Updated
Triggers when a production ticket is updated or created.
Trigger
Polling
Try It
- Company Name
  Required
- Company Address
- Company City
- Company State
- Company Zip Code
- Company County
- Company Timezone
- Company Account Manager
- Billing Instructions
- Property Name
  Required
- Property Address
- Property City
- Property State
- Property Zip Code
- Contact Name
  Required
- Contact Position
- Contact Email
- Contact Mobile
- Contact Office Phone/Ext
- Lead Type
  Required
- Opportunity Manager
- Product
  Required
- Price
- Forecasted
- Notes
Action
Write
- 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

Opportunity Created or Updated
Triggers when an opportunity is updated or created.
Trigger
Polling
Try It
Service Ticket Created or Updated
Triggers when a service ticket is updated or created.
Trigger
Polling
Try It
- Production ID
  Required
- Stage Name
  Required
- Force Update
Action
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

About Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.

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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.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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