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LeadConnector + Radius CRM

LeadConnector + Radius CRM

LeadConnector + Radius CRM integrations

Create new leads/clients in Radius CRM when pipeline stages change in LeadConnector

Enhance your sales process with this dynamic workflow. When a Pipeline Stage changes in LeadConnector, it prompts an immediate update to your lead or client status in Radius CRM. This ensures you have up-to-date information for efficient lead management and timely follow-ups. Experience the smooth functioning of your outreach strategy with this automation.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
  2. automatically do this!
    Create Lead/Client
    Create Lead/Client
    Create Lead/ClientCreate a Lead or Client in Radius
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More things you can do with LeadConnector and Radius CRM

Discover other triggers and actions you can use with LeadConnector and Radius CRM

    • 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
  • Radius CRM triggers, actions, and search
    Create Lead/Client

    Create a Lead or Client in Radius

    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
  • Radius CRM triggers, actions, and search
    Update Lead/Client

    Update an existing lead or client record in Radius.

    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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radius-crm logo
About Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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