Check Cherry + LeadConnector

Check Cherry + LeadConnector integrations

Add new Check Cherry proposals to LeadConnector as opportunities

Streamline your sales pipeline with this workflow. Whenever a new proposal is added in Check Cherry, the details get instantly reflected as an opportunity in the LeadConnector. This not only paves the way for a more organized lead handling procedure but also ensures that no potential business opportunity slips through the cracks. Always be up-to-date with your proposals and increase your ability to act promptly.

When this happens...
New Proposal Is Added to Check CherryTriggers when a new proposal comes into Check Cherry via self-booking or is manually entered.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Check Cherry and LeadConnector

Discover other triggers and actions you can use with Check Cherry and LeadConnector

Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Trigger
Instant
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New Checklist Item Is Created in Check Cherry
Triggers when a new checklist item is created.
Trigger
Instant
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New Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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Staff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
Trigger
Instant
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Checklist Item Is Updated in Check Cherry
Triggers when a checklist item is updated.
Trigger
Instant
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- Contact Type
  Required
- Signature Collected?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package ID
  Required
- Custom Title
- Custom Description (HTML)
- Start Date
  Required
- Start Time
- Length (Minutes)
- Length (days)
- Add On IDs
- Backdrop ID
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Send contact invitation to create account?
- Send Booking Confirmation Emails?
Action
Write

- Contact Type
  Required
- Date Reserved?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package ID
  Required
- Custom Title
- Custom Description (HTML)
- Start Date
  Required
- Start Time
- Length (Minutes)
- Length (days)
- Backdrop ID
- Add On IDs
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Proposal Valid Through
Action
Write
- Start Date
- End Date
- Search Text
Action
Search
- ID
- Event Status
- Past or Future
- Event Date (Start)
- Event Date (End)
- Booked At (Start)
- Booked At (End)
- Search Text
- Sort By
- Sort Direction
Action
Search
- ID
- Payment Date (Start)
- Payment Date (End)
- Event ID
Action
Search
- ID
- Email
  Required
- Text Search
- Origin
- Lead Type
- Source
- First Name
- Last Name
- Company Name
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
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 Appointment
Triggers when a new appointment is added to Check Cherry
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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New Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Trigger
Instant
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New User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
Trigger
Instant
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Appointment Is Updated
Triggers when an existing appointment is updated in Check Cherry
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email
  Required
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Lead Type
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
Action
Write
- Start Date/Time
  Required
- End Date/Time
  Required
- Lookup Type
  Required
- Package ID
- Add On ID
Action
Search
- Filter
- Search Text
- Sort By
- Record Type
- Record ID
Action
Search
- ID
- Email
- Text Search
- Origin
- Lead Type
- Source
Action
Search
- ID
- Role
- Search Text
Action
Search
- 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

About Check Cherry

Check Cherry is the all-in-one platform to manage your Photobooth, Photography Studio, Mobile DJ business and more. Includes online booking, beautiful proposals, and a customer portal.

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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

Check Cherry + LeadConnector

Check Cherry + LeadConnector

Add new Check Cherry proposals to LeadConnector as opportunities

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