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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.
- When this happens...New CustomerTriggers when a customer has purchased something from you signed up as a lead.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Rally.fan and LeadConnector
Discover other triggers and actions you can use with Rally.fan and LeadConnector
- Canceled Recurring Membership
Triggers when a customer has canceled a recurring membership.
Try ItTriggerPolling - New Recurring Membership
Triggers when a customer has purchased a recurring membership.
Try ItTriggerPolling - 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
ActionWrite- 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)
ActionWrite
- New Customer
Triggers when a customer has purchased something from you signed up as a lead.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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