LeadConnector + MyCRM Sync

LeadConnector + MyCRM Sync integrations

Create new leads in MyCRM Sync when stages change in LeadConnector

With a change in your LeadConnector pipeline stage, this workflow promptly initiates the creation of a matching lead in MyCRM Sync. This ensures that no prospective customers are missed at differing stages, promoting better sales performance and expediting your response times.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create a LeadCreates a basic lead
ActionWrite

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More things you can do with LeadConnector and MyCRM Sync

Discover other triggers and actions you can use with LeadConnector and MyCRM Sync

- 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
Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted.
Trigger
Instant
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Deal Status Changed
Triggers when a deal changes status.
Trigger
Instant
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- 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
Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
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- Title
- First Name
  Required
- Preferred Name
- Last Name
  Required
- Email
  Required
- Mobile
  Required
- Date of Birth
- Gender
- Marketing Consent
- Street Address
- Suburb
- State
- Postcode
- Address Type
- Note Title
- Note Details
- UTM Source (Marketing)
- UTM Medium (Marketing)
- UTM Campaign (Marketing)
- UTM Term (Marketing)
- UTM Content (Marketing)
Action
Write

About LeadConnector

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

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About MyCRM Sync

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.