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LeadConnector + MoonClerk

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.

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.

  1. When this happens...
    MoonClerkMoonClerk
    New Plan

    Triggers when a new recurring plan is created.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Customer IDRequired

    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 LeadRequired

    • Notes

    • Business Name

    • Country

    Action
    Write
leadconnector logo
leadconnector logo

About LeadConnector

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

Related categories

  • Marketing Automation

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moonclerk logo
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About MoonClerk

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

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