Customers.ai + LeadConnector

Customers.ai + LeadConnector integrations

Update contacts in Customers.ai automation when pipeline stages change in LeadConnector

Turn your lead management into a highly efficient process with this workflow. Whenever a Pipeline Stage changes in LeadConnector, this automation instantly adds the contact to a specified automation in Customers.ai. Not only does this save precious time, but it keeps your marketing efforts in sync with your sales progress for a more targeted approach.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Add Contact to AutomationAdds a contact to an automation
ActionWrite

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More things you can do with LeadConnector and Customers.ai

Discover other triggers and actions you can use with LeadConnector and Customers.ai

- 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
- Trigger Name
  Required
Trigger
Instant
Try It
- Attribute_name
  Required
Trigger
Instant
Try It

- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Lookup Attribute
  Required
- Lookup Value
  Required
Action
Write

- Attribute Name
  Required
- Attribute Value
  Required
Action
Search
- Recipient ID
  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
New Contact
Triggers when a new contact is added to your page.
Trigger
Instant
Try It
- Automation ID
  Required
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Recipient ID
  Required
- Message
  Required
- Messaging Type
- Tag
Action
Write
- ID
  Required
Action
Search
- First Name
- Last Name
Action
Search

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.