LeadConnector + Skipio

Add new Skipio group contacts to LeadConnector as opportunities

Boost your efficiency by letting this workflow handle your contact management. Whenever a new contact is added to a group in Skipio, the opportunity is promptly updated or added in the LeadConnector app. This seamless process ensures no prospect goes unnoticed and aids in concise record keeping, giving you more time to focus on making successful conversions.

When this happens...
New Contact Added to Group
Triggers when a Contact is added to a Group in Skipio (this will not trigger on Contacts that are removed from the group and re-added later on).
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a Contact is first created in Skipio
Trigger
Polling
Try It
Contact Opted-Out
Triggers when the mobile number for a Contact opts out of receiving messaging.
Trigger
Instant
Try It
- Contact Fields Group Info
- Contact IDRequired
- Drip Campaign IDRequired
Action
Write
- Contact Fields Group Info
- Contact IDRequired
- Group IDRequired
Action
Write
- Event TitleRequired
- Reminder Campaign IDRequired
- Start DateRequired
- End DateRequired
- Contact Fields Group Info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
Action
Write

- Contact Fields Group Info
- Contact IDRequired
- Group IDRequired
Action
Write
- Event SearchRequired
Action
Search

- Event SearchRequired
- Event TitleRequired
- Reminder Campaign IDRequired
- Start DateRequired
- End DateRequired
- Contact Fields Group Info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
Action
Search or write
- 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

- GroupRequired
Trigger
Polling
Try It
New Event
Triggers when an Event is first created in Skipio.
Trigger
Polling
Try It
- Contact Fields Group Info
- Contact IDRequired
- Event IDRequired
Action
Write
- First NameRequired
- Mobile Phone NumberRequired
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Write
- Contact Fields Group Info
- Contact IDRequired
- Drip Campaign IDRequired
Action
Write
- Contact SearchRequired
Action
Search
- Contact SearchRequired
- First NameRequired
- Mobile Phone NumberRequired
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Search or write
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write