LeadConnector + Phone.com

LeadConnector + Phone.com integrations

Update opportunities in LeadConnector for new calls in Phone.com

Connect Phone.com and LeadConnector efficiently using this workflow. Every new call happening inside Phone.com now paves the way to creating or updating an opportunity in LeadConnector. Streamline your call tracking process, effortlessly capture essential call details and maintain your opportunities list without missing a beat. Capitalize on every interaction to make informed decisions and boost your sales operation.

When this happens...
New CallTriggers when a new inbound or outbound call is initiated on your Phone.com account.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Phone.com and LeadConnector

Discover other triggers and actions you can use with Phone.com and LeadConnector

Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Trigger
Instant
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New Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Trigger
Instant
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New Call Recording
Triggers when a new call recording is created on your Phone.com account.
Trigger
Instant
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- Extension
Trigger
Instant
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- Leg A Phone Number
  Required
- Private Call To Leg A
- Caller ID For Leg A
- Extension
  Required
- Leg B Phone Number
- Caller ID For Leg B
Action
Write

- From
  Required
- To
  Required
- Text
  Required
Action
Write
- Extension
  Required
- Contact Group ID
- Name
- Phone
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

New Call Log Record
Triggers when a new log entry is created for a call. Note: Multiple log entries can be created for each call.
Trigger
Instant
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Call Status Updated
Triggers when an inbound or outbound call's status was updated.
Trigger
Instant
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- Extension
Trigger
Instant
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New Voicemail
Triggers when a new voicemail is created on your Phone.com account.
Trigger
Instant
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- Extension
  Required
- Contact Group
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Phonetic First Name
- Phonetic Middle Name
- Phonetic Last Name
- Nickname
- Company Name
- Department
- Job Title
- Email
- Alternative Email
- Business Phone Number
- Home Phone Number
- Mobile Phone Number
- Fax
- Business Address: Street address
- Business Address: City
- Business Address: State
- Business Address: Zip
- Business Address: Country
- Home Address: Street address
- Home Address: City
- Home Address: State
- Home Address: Zip
- Home Address: Country
Action
Write
- Call UUID
Action
Search
- 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

About LeadConnector

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

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Related categories

Marketing Automation

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Zapier Forms

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

About Phone.com

Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.

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Related categories

Phone & SMS

Related Zap Templates

Add or update LeadConnector contacts when new inbound sms arrive in Phone.com

Update contacts in LeadConnector with every new call on Phone.com