LeadConnector + SamCart

Create and update opportunities in LeadConnector for new orders in SamCart

Streamline your sales pipeline with this efficient workflow. When a new order is placed in SamCart, it instantly creates or updates an opportunity in LeadConnector. This automation helps ensure your sales records are always up-to-date, giving you more time to focus on closing deals and meeting your business objectives.

When this happens...
New Order
Triggers when a new order is made in SamCart.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

New Subscription Cancellation
Triggers when a subscription is cancelled.
Trigger
Instant
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- Filter By Product
Trigger
Instant
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New Refund
Triggers when a refund is made in SamCart.
Trigger
Instant
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Scheduled Subscription Cancellation Stopped
Triggers when a previously scheduled subscription cancellation is stopped.
Trigger
Instant
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- 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

New Lead
Triggers when a new lead is made in SamCart.
Trigger
Instant
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Prospect Created
Triggers when a Prospect entry is created.
Trigger
Instant
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New Scheduled Subscription Cancellation
Triggers when a subscription cancellation is scheduled for a future date.
Trigger
Instant
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Subscription Charged
Triggers when a recurring subscription in SamCart is charged.
Trigger
Instant
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- 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
Action
Write
- 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)
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