LeadConnector + Roam

LeadConnector + Roam integrations

Add to LeadConnector contacts when new lobbies are booked in Roam

Ensure your leads stay updated instantly. This workflow springs into action when a lobby booking takes place in the Roam app, automatically updating or adding the contact details in the LeadConnector app. It's a seamless process that saves time and streamlines your bookkeeping in real-time. With this automation, your team can always access the most recent information for each lead.

When this happens...
Lobby BookedTriggers when a lobby is booked.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Roam and LeadConnector

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

- Lobbies to Monitor
  Required
Trigger
Instant
Try It
New Transcript
Triggers when a new transcript is saved in your Roam.
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
  Required
- Email
  Required
- Name
- Phone
- RSVP Status
Action
Write
- Meeting Name
  Required
- Host email
  Required
- Start (date/time)
- End (date/time)
Action
Write

- Sender Name
- Sender Image URL
- Recipient
  Required
- Message Formatting
  Required
Action
Write
- Guest ID
  Required
- RSVP Status
  Required
Action
Write

- Email
  Required
Action
Search
- 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

New Recording
Triggers when a new meeting recording is saved in your Roam.
Trigger
Instant
Try It
On-Air: Event Created
Triggers when a new On-Air event is created.
Trigger
Instant
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- Event
- RSVP Status
Trigger
Instant
Try It
- Group Name
  Required
- Description
- Private
- Enforce Threads
- Members
- Admins
Action
Write
- Title
  Required
- Calendar Host Email
  Required
- Start Time
  Required
- End Time
  Required
- Time Zone
  Required
- Description
- Enable SEO
- Auto-Admit Guests
- Disable RSVP
Action
Write
- Sender Name
- Sender Image URL
- Group Name
  Required
- Message Formatting
  Required
Action
Write
- Event ID
  Required
Action
Search
- Event
  Required
Action
Search
- 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

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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Communication

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