LeadConnector + PocketSuite

LeadConnector + PocketSuite integrations

Create and manage new LeadConnector contacts from new PocketSuite clients

Streamline your customer relationship management with this automation. When a new client is created in PocketSuite, this workflow will simultaneously update or add the contact in LeadConnector. It helps to ensure your contacts are always up-to-date, saving you from manual data entry and allowing you to focus on building strong client relationships.

When this happens...
Client CreatedTriggers when a new client is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with PocketSuite and LeadConnector

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

Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Payment Received
Triggers when a payment is received.
Trigger
Instant
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Subaccount Updated
Triggers when an existing subaccount is updated.
Trigger
Instant
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- Client Name
  Required
- Client Phone
- Client Birthday
- Client Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write

- 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

Booking Created
Triggers when a new booking is created (includes recurring appointment instances).
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Subaccount Created
Triggers when a new subaccount is created.
Trigger
Instant
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- Client Email
- Client Phone
- Note
  Required
- Title
Action
Write
- Client Phone
- Client Email
- Client Name
- Address Line 1
- Address Line 2
- City
- State
- Zip
- Country
- Birthday
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

About LeadConnector

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

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About PocketSuite

PocketSuite is an all-in-one business management app designed to streamline operations for service professionals.

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Related categories

Beta

Scheduling & Booking

Related Zap Templates

Update LeadConnector contacts when new payments are received in PocketSuite

Update LeadConnector contacts when PocketSuite clients are updated