Content Snare + LeadConnector

Create and update LeadConnector opportunities from new Content Snare requests

Streamline your lead management process with this efficient workflow. When a content request is completed in Content Snare, a new opportunity is instantly created or updated in LeadConnector. This automation not only ensures lead information is always up-to-date, but it also saves you time and reduces manual data entry errors. Experience a seamless transition from content completion to lead opportunity cultivation.

When this happens...
Request Completed
Triggers when the request is completed.
TriggerInstant
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Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

All Fields Completed
Triggers when all fields are completed.
Trigger
Instant
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Client Updated
Triggers when the client is updated.
Trigger
Instant
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Field Completed
Triggers when the field is completed.
Trigger
Instant
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Request Completed
Triggers when the request is completed.
Trigger
Instant
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Request Published
Triggers when the request is published.
Trigger
Instant
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- NameRequired
- Folder
- Request TemplateRequired
- EmailRequired
- Phone
- Full Name
- Company Name
- Due
- StatusRequired
- Reminder Schedule
- Request owner
- Comments Enabled
- Share Via Link Enabled
Action
Write
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Client Created
Triggers when the client is created.
Trigger
Instant
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Field Approved
Triggers when the field is approved.
Trigger
Instant
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Field Rejected
Triggers when the field is rejected.
Trigger
Instant
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Request Created
Triggers when the request is created.
Trigger
Instant
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- Company Name
- Full NameRequired
- EmailRequired
- Phone
- Application Language
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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 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