LeadConnector + RepCard

Update opportunities in LeadConnector when statuses change in RepCard

Effortlessly manage your sales pipeline with this seamless workflow between RepCard and LeadConnector. Whenever a status change occurs in the RepCard app, this automation instantly updates or adds an opportunity in the LeadConnector app, ensuring you're always up-to-date on your leads' progress. Save time and boost efficiency by automating your sales process today.

When this happens...
Status Changed
Triggers when a status is changed for a contact.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
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Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- First Name
- Last Name
- Type
- Contact Owner
- Email
- Country Code
- Phone Number
- Status
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write

- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
- Notes
- Address
- State
- City
- Zip
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 LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- 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 TitleRequired
- Task DescriptionRequired
- 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

Appointment Set
Triggers when a new Appointment is created for any contact.
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Instant
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- Trigger when any user registered to the Event belowRequired
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New User
Triggers when a new user is created.
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Instant
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- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write
- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About LeadConnector

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more Help

Related categories

Sales & CRM

PRODUCTS

CAPABILITIES

By team

LeadConnector + RepCard

Update opportunities in LeadConnector when statuses change in RepCard

Appointment Outcome

New Contact

Status Changed

Trigger when any contact is changed to the status(s) below:

Add Event Ticket

EventRequired

First Name

Last Name

Ticket NumberRequired

Email

Phone Number

Company Name

Ticket TypeRequired

Create Contact

First Name

Last Name

Type

Contact Owner

Email

Country Code

Phone Number

Status

Company Name

Title

Address

State

City

Zip

Latitude

Longitude

Notes

Create User

First NameRequired

Last Name

User EmailRequired

Country CodeRequired

Phone NumberRequired

RoleRequired

Job TitleRequired

OfficeRequired

Team

Update Contact

ContactRequired

First Name

Last Name

Type

Email

Country Code

Phone Number

Company Name

title

Status

Notes

Address

State

City

Zip

Add/Update Contact

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

Add Lead to Campaign

CampaignRequired