CRM Connector + OptinMonster

Create or update CRM Connector contacts for new OptinMonster leads

Easily manage your new leads from OptinMonster by creating or updating contacts in your CRM Connector. With this workflow, whenever a new lead is captured in OptinMonster, it will either create a new contact or update an existing one within your CRM Connector app. Stay organized and save time on manual data entry with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is added to a campaign.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new contact, updates an existing contact if exists.
ActionWrite

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Supported triggers and actions

- CampaignRequired
- Integration Display Name
Trigger
Instant
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- GroupRequired
Trigger
Polling
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- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Polling
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- Group
- Search Contacts
- Contact
Trigger
Polling
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- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Polling
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- Contact EmailRequired
- WorkflowRequired
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write
- Group
- EmailRequired
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
- Add Campaign ID
- Add Conversion Code
- Add Conversion Stage
- Add Conversion Value
Action
Write

- Custom Object DefinitionRequired
Action
Write
- Contact EmailRequired
- GroupRequired
- Sent Date
- Due Date
- DescriptionRequired
- Paid Date
- Payment Amount
- Send Invoice
- Send Invoice CC Recipients (separated by comma)
- Line Item QuantityRequired
- Line Item SKU
- Line Item DescriptionRequired
- Line Item Unit CostRequired
- Line Item Event
Action
Write
- GroupRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- MessageRequired
- Delivery Date/TimeRequired
Action
Write

- Group
Trigger
Polling
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- Group
Trigger
Polling
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- Group
Trigger
Polling
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- Group
- Search Contacts
- Contact
Trigger
Polling
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- Group
Trigger
Polling
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- GroupRequired
- Company NameRequired
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write
- Contact EmailRequired
- Associate WithRequired
- Assigned ToRequired
- ActivityRequired
- Due Date/TimeRequired
- Completed Date/Time
- Notes
Action
Write
- GroupRequired
- Event TypeRequired
- Event LocationRequired
- Event TitleRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- Public EventRequired
- Automatic Email RemindersRequired
- Event Fee
Action
Write
- Contact EmailRequired
- TitleRequired
- Managed ByRequired
- QualityRequired
- SourceRequired
- PhaseRequired
- Value
- Chance to WinRequired
- Close DateRequired
Action
Write

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.