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LeadConnector + Simplero

LeadConnector + Simplero

LeadConnector + Simplero integrations

Update contacts in Simplero when pipeline stages change in LeadConnector

Manage your sales pipeline effectively with this easy-to-use workflow. As soon as there's an alteration in your LeadConnector pipeline stage, it propels an update in Simplero, ensuring all client data remains accurate and up-to-date. By streamlining your sales process and reducing time spent on client management, this setup ensures strategic organization of your client relationships.

  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!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactAdd a new contact or optionally update the information about a contact in Simplero.
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More things you can do with LeadConnector and Simplero

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

    • 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
  • Simplero triggers, actions, and search
    Delete Purchase

    Fired when a purchase expires, is canceled, or is refunded.

    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
  • Simplero triggers, actions, and search
    New Purchase

    Will be fired whenever a new purchase is made in Simplero.

    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 Simplero
Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.
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