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LeadConnector + RepCard

Create new opportunities in LeadConnector for each new contact in RepCard

Elevate your networking skills with this seamless workflow. Each time you add a new contact in the RepCard app, a corresponding opportunity will be created or updated in the LeadConnector app. This ensures you always stay on top of potential leads, effectively managing your customer relationships and accelerating your sales efforts. It's an efficient, time-saving solution to keep your business growth on track.

Elevate your networking skills with this seamless workflow. Each time you add a new contact in the RepCard app, a corresponding opportunity will be created or updated in the LeadConnector app. This ensures you always stay on top of potential leads, effectively managing your customer relationships and accelerating your sales efforts. It's an efficient, time-saving solution to keep your business growth on track.

  1. When this happens...
    RepCardRepCard
    New Contact

    Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    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
    Try It
  • RepCard triggers, actions, and search

    New Contact

    Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

    Trigger
    Instant
    Try It
    • Trigger when any contact is changed to the status(s) below:

    Trigger
    Instant
    Try It
    • EventRequired

    • First Name

    • Last Name

    • Ticket NumberRequired

    • Email

    • Phone Number

    • Company Name

    • Ticket TypeRequired

    Action
    Write
  • RepCard triggers, actions, and search

    Appointment Set

    Triggers when a new Appointment is created for any contact.

    Trigger
    Instant
    Try It
    • Trigger when any user registered to the Event belowRequired

    Trigger
    Instant
    Try It
    • 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
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leadconnector logo

About LeadConnector

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

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

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.

Related categories