Elective + LeadConnector

Add approved Elective applications as new or updated contacts in LeadConnector

Easily manage your approved Elective applications by automatically updating the associated contact information in LeadConnector. With this workflow, whenever an application gets approved in Elective, the contact details will be added or updated in LeadConnector accordingly. Stay organized and seamlessly maintain your lead database without any manual effort.

When this happens...
Application Approved
Triggers when a submitted Elective application is approved.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Application Approved
Triggers when a submitted Elective application is approved.
Trigger
Instant
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Installment Charged
Triggers when an installment is charged for an in-house payment plan.
Trigger
Instant
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Order Canceled
Triggers when a cancelation is initiated.
Trigger
Instant
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Order Refunded
Triggers when a refund is initiated.
Trigger
Instant
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- 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

Application Declined
Triggers when a submitted Elective application is declined
Trigger
Instant
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Installment Failed
Triggers when an installment is failed for an in-house payment plan.
Trigger
Instant
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Order Completed
Triggers when a customer makes a purchase through Elective.
Trigger
Instant
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Order Unrecoverable
Triggers when an order becomes unrecoverable.
Trigger
Instant
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- 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