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
Try It
- Lesson
Trigger
Instant
Try It
- Plan
Trigger
Instant
Try It
- Tracking ID
Trigger
Instant
Try It
- 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
Try It
New Chat Message
A user sent a message
Trigger
Instant
Try It
- Plan
Trigger
Instant
Try It
- 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

About LeadConnector

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Passion.io

Passion.io is a platform that turns your content or skills into your own mobile apps that sell.

Help

Related categories

App Builder

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

LeadConnector + Passion.io

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

Account Created

Lesson Completed

Lesson

Plan Purchased

Plan

New Tracking Check-In

Tracking ID

Create Order

First Name

Last Name

Phone

Address

Zip Code

City

State

Send password mail

Add/Update Contact

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Notes

Business Name

Country

Date Of Birth

Add Lead to Campaign

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)

Add Task

Assign to User

Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

First Name

Last Name

Contact Phone

Contact Email

Comment Created

Post

New Chat Message

Subscription Cancelled

Plan

Cancel Subscription

Pipeline Stage Changed

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country

Postal Code

Tags (comma delimited string for multiple tags)

Source

Notes

Assign to User

Stop All Campaign's for Lead