LeadConnector + Markate

Create and manage LeadConnector contacts from new Markate customers

Keep your leads up-to-date without the manual work. With this workflow, whenever you gain a new customer in Markate, their details are seamlessly added or updated in LeadConnector. This means you spend less time transferring data, and more time building relationships. This streamlining process ensures every new customer's details are accurately recorded in your LeadConnector contact list.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
Try It
New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
- Status
- Type
- Customer Source
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It

- Customer TypeRequired
- First NameRequired
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer TypeRequired
- NameRequired
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
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 LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- 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 TitleRequired
- Task DescriptionRequired
- 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

New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
Try It
Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
Try It
- NameRequired
Action
Write
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write