LeadConnector + Planpoint

LeadConnector + Planpoint integrations

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 LeadTriggers when a new lead signed up. Leave project empty to trigger across all projects in your account.
TriggerPolling
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Planpoint and LeadConnector

Discover other triggers and actions you can use with Planpoint and LeadConnector

- Project
  Required
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Project
- Group
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It

- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Name
  Required
Action
Write

- Name
  Required
- Address
  Required
- Type
  Required
- Plan Size
  Required
Action
Write
- Project
  Required
Action
Write
- Group
  Required
- Name
- Namespace
- Host Name
- Address
- Longitude
- Latitude
Action
Write
- Project
  Required
- 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 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 Group
Triggers when a new group is created.
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Project
  Required
- Floor
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Name
  Required
- Namespace
  Required
- Host Name
  Required
- Address
- Longitude
- Latitude
Action
Write
- Project
  Required
- Name
  Required
- Bedrooms
  Required
- Square Feet
  Required
- Price
- Unit Price TBD
- Availability
  Required
- Embed Code
- Parking
- Bathrooms
- Orientation
- Available from
- Description
Action
Write
- Project
  Required
- Floor
  Required
- Name
  Required
Action
Write
- Project
  Required
- 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 Pipeline
  Required
- 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 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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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.

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Website & App Building

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