Jetpack Workflow + LeadConnector

Jetpack Workflow + LeadConnector integrations

Manage new Jetpack Workflow clients by adding or updating contacts in LeadConnector

Streamline your client management by automatically updating your LeadConnector contacts whenever you get a new client in Jetpack Workflow. This automation ensures that all your contact information stays current without any manual entry, saving you time and reducing human error. With up-to-date information at your fingertips, you can concentrate on serving your clients better.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Jetpack Workflow and LeadConnector

Discover other triggers and actions you can use with Jetpack Workflow and LeadConnector

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Template
- Job Name
- Client ID
- Job Manager
- Description
- Due
Action
Write
- Client ID
  Required
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
Action
Write
- Search Query
  Required
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
Action
Search or 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

Updated Client
Triggers when a client has been updated.
Trigger
Instant
Try It
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
Action
Write
- Search Query
  Required
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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 Jetpack Workflow

Workflow Software Built To Help Your Growing Firm

HelpHelp

Related categories

Project Management

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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