IRIS CRM + LeadConnector

IRIS CRM + LeadConnector integrations

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.

When this happens...
Lead CreatedTriggers when a lead is created.
TriggerInstant
automatically do this!
Add Lead to WorkflowAdds a lead to an existing workflow.
ActionWrite

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More things you can do with IRIS CRM and LeadConnector

Discover other triggers and actions you can use with IRIS CRM and LeadConnector

- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write
- 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

Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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Lead Restored
Triggers when a lead is restored.
Trigger
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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 IRIS CRM

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

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Related categories

Payment Processing

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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