LeadConnector + Passion.io

Create and update opportunities in LeadConnector for new plan purchases in Passion.io

Boost your sales operations efficiency with this workflow. As soon as a plan is purchased in Passion.io, this operational process ensures an opportunity is instantly added or updated in LeadConnector. No more manual data transfer, keep your sales pipeline updated and enhance your marketing efforts seamlessly. This guarantees accuracy and fast response times, optimizing your sales strategies for better results.

When this happens...
Plan Purchased
Triggers when a user subscribes to a plan.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Account Created
New user appeared in the users list
Trigger
Instant
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- Lesson
Trigger
Instant
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- Plan
Trigger
Instant
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- Tracking ID
Trigger
Instant
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- Email addressRequired
- First Name
- Last Name
- Phone
- Address
- Zip Code
- City
- State
- CountryRequired
- Products (Plan IDs)Required
- Amount (sales price in cents)Required
- Send password mail
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
- CampaignRequired
- 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

- Post
Trigger
Instant
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New Chat Message
A user sent a message
Trigger
Instant
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- Plan
Trigger
Instant
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- Email addressRequired
- Products (Plan IDs)Required
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