CRM Web App + LeadConnector

CRM Web App + LeadConnector integrations

Add new CRM Web App clients to LeadConnector as updated contacts

Boost your lead management process with this savvy automation. When a new client is added in your CRM Web App, it initiates a workflow to update or add their contact details in the LeadConnector app. It’s an efficient way to ensure your lead information is always accurate and up-to-date. Harness this workflow to save time and improve data consistency in your lead management process.

When this happens...
New ClientTriggers when a new client is added or when an existing client is assigned as a client.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with CRM Web App and LeadConnector

Discover other triggers and actions you can use with CRM Web App and LeadConnector

New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Trigger
Instant
Try It
New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
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

New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web address
- Related To
- Social Security
- DOB
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 CRM Web App

CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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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

Related Zap Templates

Change pipeline stages in LeadConnector and create new leads in CRM Web App

Create new CRM Web App clients when lead stages change in LeadConnector