Climbo 2.0 + LeadConnector

Climbo 2.0 + LeadConnector integrations

Add new Climbo 2.0 clients to LeadConnector as updated contacts

Keep your contact list up-to-date with this convenient workflow. When you bring in new clients in the Climbo 2.0 app, it enables you to add or update their information in the LeadConnector app swiftly. It's an efficient method that ensures no contact falls through the cracks, maintaining your network intact and promoting seamless communication.

When this happens...
New ClientTriggers when a new client 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 Climbo 2.0 and LeadConnector

Discover other triggers and actions you can use with Climbo 2.0 and LeadConnector

Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Client Status Change
Triggers when a client's status changes.
Trigger
Instant
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Location Deleted
Triggers when a new Location is deleted
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Private Feedback
Triggers when a new private feedback is left
Trigger
Instant
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New Video Testimonial
Triggers when a new video testimonial is left
Trigger
Instant
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Trial Ended
Triggers when a customer’s subscription trial period is ended.
Trigger
Instant
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- Email
  Required
- Plan ID
  Required
- Welcome Email
Action
Write
- Client ID
  Required
- Status
  Required
Action
Write
- Email
  Required
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

Client Plan Change
Triggers when a client's plan change.
Trigger
Instant
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Location Created
Triggers when a new Location is created
Trigger
Instant
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New Charge
Triggers when a new charge occurs.
Trigger
Instant
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New Google Review
Triggers when a new Google Review is left
Trigger
Instant
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Review Site Added
Triggers when a review site is added
Trigger
Instant
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Review Site Removed
Triggers when a review site is removed
Trigger
Instant
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Trial Ending Soon
Triggers when a customer’s subscription trial period is scheduled to end in 3 days.
Trigger
Instant
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- Client ID
  Required
- Plan ID
  Required
Action
Write
- Client ID
  Required
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

About Climbo 2.0

Climbo 2.0 is a white-label review management platform that helps businesses collect, manage, and showcase online reviews.

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Related categories

Marketing Automation

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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