LeadConnector + MoonClerk

LeadConnector + MoonClerk integrations

Manage new MoonClerk plans by adding or updating contacts in LeadConnector

Streamline your client management with this efficient workflow. Once a new plan is initiated in MoonClerk, an updated or new contact is then added in LeadConnector. This smooth process ensures consistency of client information across your sales and billing apps, cutting down on time and potential data errors. It allows you to dedicate more resources to improving your sales and customer service strategies.

When this happens...
New PlanTriggers when a new recurring plan 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 MoonClerk and LeadConnector

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

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
Try It
- 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

- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- Customer ID
  Required
Action
Search
- 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 LeadConnector

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

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Marketing Automation

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About MoonClerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

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Related Zap Templates

Add or update LeadConnector contacts from new MoonClerk payments

Add or update LeadConnector contacts when new MoonClerk payments succeed