FunnelCockpit + Samdock

Create new Samdock leads from FunnelCockpit crm contacts

Effortlessly manage your leads by connecting FunnelCockpit and Samdock. With this workflow, whenever a new CRM contact is added in FunnelCockpit, a lead will be created in Samdock - ensuring seamless management of your contacts and sales pipeline. Save time and improve efficiency by keeping your CRM and sales activities in sync.

When this happens...
New CRM Contact
Triggers when a new CRM contact is created.
TriggerScheduled
automatically do this!
Create Lead
This action creates a 'Lead' in Samdock.
ActionWrite

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Supported triggers and actions

What does this mean?

- CRMRequired
Trigger
Scheduled
Try It
- FormRequired
Trigger
Instant
Try It
- WebinarRequired
Trigger
Scheduled
Try It
- EmailRequired
- First Name
- Last Name
- Email TagRequired
- Company
- Phone
- Zip code
- City
- Country
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- Date Count
- Max. 1 Date for next full hour
Action
Search

- Lead/Deal SelectionRequired
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First NameRequired
- Last NameRequired
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _idRequired
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- Email Tag
Trigger
Scheduled
Try It
- SurveyRequired
Trigger
Scheduled
Try It
- CRMRequired
- EmailRequired
- Phone number
- First name
- Last name
- Company
- Zip code
- City
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- EmailRequired
- Start dateRequired
Action
Write
Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Request
Triggers when a new request is created.
Trigger
Scheduled
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- NameRequired
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last NameRequired
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization NameRequired
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- NameRequired
- Description
- Priority
- Start Date
- Due Date
Action
Write

About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.

Learn more

Related categories

Contact Management

About Samdock

Samdock is a simple CRM system for small businesses.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

FunnelCockpit + Samdock

Create new Samdock leads from FunnelCockpit crm contacts

New CRM Contact

New Form Submission

FormRequired

New Webinar Viewer

WebinarRequired

Create or Update Email Contact

EmailRequired

First Name

Last Name

Email TagRequired

Company

Phone

Zip code

City

Country

UTM campaign

UTM medium

UTM source

UTM term

UTM content

Digistore24 Affiliate ID

Get Webinar Dates

WebinarRequired

Date Count

Max. 1 Date for next full hour

New Lead / Deal

Lead/Deal SelectionRequired

New Person

New Task

Create Lead

Name

Customer Requirement

Lead Status

Create Mail Activity for Outgoing Email

Activities will be added for:

To:

From:

CC:

BCC:

Subject:

Plain text of the email:

Html of the email:

Date of the message:

Create Person

First NameRequired

Last NameRequired

Salutation

E-Mail

Birthday

Name Prefix

Name Suffix

Mobile Number

Phone Number

Office Number

Home Number

Private Number

Fax Number

Website

LinkedIn

Xing

Twitter

Facebook

Instagram

Street

Street Number

Postcode

City

Country

Create Request

Please select InboundSource

Update Person

Persons _idRequired

First Name

Last Name

E-Mail