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IRIS CRM + LeadConnector

Create new leads in LeadConnector campaign upon lead creation in IRIS CRM

Effortlessly streamline your lead management process with this handy workflow. Once a new lead is generated in IRIS CRM, it directly sets off a corresponding operation in the LeadConnector app to add that lead to a campaign. It's a simple yet effective way to ensure all your leads are promptly identified and included in your marketing efforts, saving you precious time and effort, and optimizing your overall sales strategy.

Effortlessly streamline your lead management process with this handy workflow. Once a new lead is generated in IRIS CRM, it directly sets off a corresponding operation in the LeadConnector app to add that lead to a campaign. It's a simple yet effective way to ensure all your leads are promptly identified and included in your marketing efforts, saving you precious time and effort, and optimizing your overall sales strategy.

  1. When this happens...
    IRIS CRMIRIS CRM
    Lead Created

    Triggers when a lead is created.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Lead to Campaign

    Adds a lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info

    • Current StatusRequired

    Trigger
    Instant
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    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Previous StatusRequired

    • New StatusRequired

    Trigger
    Instant
    Try It
  • IRIS CRM triggers, actions, and search

    Lead Deleted

    Triggers when a lead is deleted.

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Learn more

Related categories

  • Payment Processing
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