LeadConnector + Planpoint

Create and manage LeadConnector contacts from new Planpoint leads

When a new lead emerges in Planpoint, this workflow ensures their details are promptly added or updated in LeadConnector. This seamless process ensures you can effectively manage your leads, saving you the time and effort of manually transferring data between platforms. As a result, your team can respond to and engage with new leads promptly and efficiently.

When this happens...
New Lead
Triggers when a new lead signed up.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- GroupRequired
Trigger
Polling
Try It

- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- NameRequired
Action
Write

- NameRequired
- AddressRequired
- TypeRequired
- Plan SizeRequired
Action
Write
- ProjectRequired
Action
Write
- GroupRequired
- Name
- Namespace
- Host Name
- Address
- Longitude
- Latitude
Action
Write
- ProjectRequired
- Name
- Bedrooms
- Square Feet
- Price
- Unit Price TBD
- Availability
- Embed Code
- Parking
- Bathrooms
- Orientation
- Available from
- Description
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
- Workflow IDRequired
- 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

New Group
Triggers when a new group is created.
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- ProjectRequired
- FloorRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- NameRequired
- NamespaceRequired
- Host NameRequired
- Address
- Longitude
- Latitude
Action
Write
- ProjectRequired
- NameRequired
- BedroomsRequired
- Square FeetRequired
- Price
- Unit Price TBD
- AvailabilityRequired
- Embed Code
- Parking
- Bathrooms
- Orientation
- Available from
- Description
Action
Write
- ProjectRequired
- FloorRequired
- NameRequired
Action
Write
- ProjectRequired
- Name
- Show Inclusions
- Show Bathrooms
- Show Parking
- Show Orientation
- Show Availability
- Hide Sold
- Show Prices
- Show Floor Overview
- Prices Starting At
- Show Price Filter
- Show Area Filter
- Show Unit Description
- Show Taxes
- Price Before Tax
- Enable Forms
- Delivery Dates
- Send forms to
- Forms Subject
- Forms From Name
- Forms Message
- Namespace
- Host Name
- Show Unit Finishes
- Address
- Longitude
- Latitude
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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Planpoint

Planpoint is a floor plan SaaS for real estate developers and marketers to showcase plans, availabilities, and more via embeddable viewers on their websites.

Related categories

Website & App Building

Related Zap Templates

Create opportunities in LeadConnector from new leads in Planpoint

Related Zap Templates

Create opportunities in LeadConnector from new leads in Planpoint

LeadConnector + Planpoint

Create and manage LeadConnector contacts from new Planpoint leads

Supported triggers and actions

New Floor

New Lead

New Portal Signup

New Unit/Space

Updated Group

Updated Unit/Space

Create Floor

Create Project

Delete Unit/Space

Update Group

Update Unit/Space

Add/Update Contact

Add Lead to Workflow

Add Task

New Group

New Portal Event

New Project

Updated Floor

Updated Project

Updated Units/Spaces

Create Group

Create Unit/Space

Update Floor

Update Project

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Planpoint

Related categories

Related Zap Templates

Related Zap Templates