Elective + LeadConnector

Elective + LeadConnector integrations

Manage unrecoverable orders in Elective by adding/updating opportunities in LeadConnector

Stay on top of your sales leads even when an order becomes irretrievable in Elective. With this workflow, as soon as an Order Unrecoverable situation arises in Elective, it immediately creates or updates an opportunity in LeadConnector. This ensures you never miss out on potential business opportunities, providing a fast and efficient way to keep your sales pipeline updated and active.

When this happens...
Order UnrecoverableTriggers when an order becomes unrecoverable.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Elective and LeadConnector

Discover other triggers and actions you can use with Elective and LeadConnector

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 Pipeline
  Required
- 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 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

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 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

About Elective

Elective gives your customers the freedom to pay over time while you get paid upfront. It’s a win-win.

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Related categories

eCommerce

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

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Related Zap Templates

Update opportunities in LeadConnector when orders are completed in Elective

Update contacts in LeadConnector when applications are declined in Elective