Clulo + LeadConnector

Clulo + LeadConnector integrations

Add new Clulo sales receipts to LeadConnector as campaign leads

Accelerate your sales process with this efficient workflow between the Clulo app and LeadConnector. Upon registering a new sales receipt in Clulo, a lead will be swiftly added to a campaign in your LeadConnector account. This seamless connection not only streamlines your sales operations but also empowers you to nurture these leads with potential campaigns promptly. Enhance your customer engagement strategy with this automated workflow.

When this happens...
New Sales ReceiptTriggers when a job or invoice is completed and final payment/receipt is processed.
TriggerInstant
automatically do this!
Add Lead to WorkflowAdds a lead to an existing workflow.
ActionWrite

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More things you can do with Clulo and LeadConnector

Discover other triggers and actions you can use with Clulo and LeadConnector

Mark Invoice Paid
Triggers when an invoice is marked paid.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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New Worker
Triggers when a new worker is created.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
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Add Customer
Add a customer
Action
Write

Create Order
Create a Order
Action
Write
- 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

New Booking
Triggers when a new job is booked.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Trigger
Instant
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New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Trigger
Instant
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Update Quote
Triggers when a quote is move to an accepted, won or denied state.
Trigger
Instant
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Update Booking
Triggers when a booking is updated.
Trigger
Instant
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Add Lead
Add a Lead
Action
Write
New Worker
Create a worker
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 Clulo

Clulo is a software that runs your business for you

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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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Clulo + LeadConnector

Clulo + LeadConnector

Add new Clulo sales receipts to LeadConnector as campaign leads

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