Add new Rally.fan customers as contacts in LeadConnector
Ensure your sales information stays current, enabling you to focus on closing deals and building strong client relationships. With this integration, whenever a new customer is added in Rally.fan, their corresponding opportunity is automatically created or updated in LeadConnector.
Ensure your sales information stays current, enabling you to focus on closing deals and building strong client relationships. With this integration, whenever a new customer is added in Rally.fan, their corresponding opportunity is automatically created or updated in LeadConnector.
- When this happens...New Customer
Triggers when a customer has purchased something from you signed up as a lead.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Canceled Recurring Membership
Triggers when a customer has canceled a recurring membership.
Try ItNew Recurring Membership
Triggers when a customer has purchased a recurring membership.
Try ItFirst 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
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)
New Customer
Triggers when a customer has purchased something from you signed up as a lead.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name