Indy + LeadConnector

Indy + LeadConnector integrations

Create LeadConnector opportunities from signed Indy contracts

Effortlessly keep your lead management system up-to-date with this simple workflow. When a contract is signed in Indy, this automation will create or update an opportunity in the LeadConnector app, ensuring that your sales pipeline reflects the latest developments. Save time and streamline your sales process by integrating these two powerful tools.

When this happens...
Contract SignedTriggers when a contract is signed.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Indy and LeadConnector

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

Client Created
Triggers when a new client is created.
Trigger
Instant
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Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Deposit Paid
Triggers when an invoice deposit is paid.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed.
Trigger
Instant
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Deliverable Created
Triggers when a deliverable is created.
Trigger
Instant
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Project Marked Done
Triggers when a project is marked done.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed.
Trigger
Instant
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Task Created
Triggers when a task is created.
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

Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Deliverable Marked Done
Triggers when a deliverable is marked done.
Trigger
Instant
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Project Created
Triggers when a project has been created.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved.
Trigger
Instant
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Task Marked Done
Triggers when a task is marked done.
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

About Indy

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.

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About LeadConnector

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

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