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LeadConnector + Roam

LeadConnector + Roam

LeadConnector + Roam integrations

Send messages in Roam when pipeline stages are updated in LeadConnector

Stay connected with your leads by using this automation. When a change in the pipeline stage occurs in LeadConnector, it promptly sends a message on Roam, helping you maintain consistent communication and effective tracking. A streamlined process for your marketing and sales efforts.

  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!
    Send Channel Message
    Send Channel Message
    Send Channel MessageSends a message to a chat group
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More things you can do with LeadConnector and Roam

Discover other triggers and actions you can use with LeadConnector and Roam

    • 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
    • Lobbies to Monitor
      Required
    Trigger
    Instant
    Try It
    • 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
  • Roam triggers, actions, and search
    New Recording

    Triggers when a new meeting recording is saved in your Roam.

    Trigger
    Instant
    Try It
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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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About Roam
Send notifications to Roam, your Cloud HQ.
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