LeadConnector + Spotio

Create and update LeadConnector opportunities from new Spotio appointments

Easily manage your sales opportunities with this efficient workflow that connects Spotio and LeadConnector. When a new appointment is created in Spotio, it will seamlessly add or update an opportunity in LeadConnector, ensuring you never miss out on vital information required to close deals. Stay organized and keep your sales pipeline updated with this time-saving automation.

When this happens...
Appointment Created
Triggers when appointment for lead is created.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
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Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
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Document Added to Record
Triggers when document is added to record.
Trigger
Instant
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Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
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Record Updated
Triggers when record is updated.
Trigger
Instant
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- Spotio UsernameRequired
- MessageRequired
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write

Create Record
Create a new dataObject
Action
Write
- AutoplayRequired
- Contact IdRequired
- Allow enrolling with partial informationRequired
- Allow enrolling already enrolled contactsRequired
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityIdRequired
Action
Search
- Search valueRequired
Action
Search
- ActivityIdRequired
Action
Search or write
- Search valueRequired
Action
Search or write
- SearchQueryRequired
Action
Search or write
- FieldNameRequired
- FieldValueRequired
Action
Search or write
- ExternalLeadIdRequired
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
- CampaignRequired
- 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

Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
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Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
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Record Created
Triggers when record is created.
Trigger
Instant
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Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
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Note Created
Triggers when note for record is created.
Trigger
Instant
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Create Activity
Create Activity in Spotio
Action
Write
Create Appointment
Create Appointment in Spotio
Action
Write
Create Image
Create image.
Action
Write
- AutoplayRequired
- Contact IdRequired
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject TypeRequired
- DataObject FieldRequired
- Search valueRequired
Action
Search
- ActivityIdRequired
Action
Search or write
- DataObject TypeRequired
- DataObject FieldRequired
- Search valueRequired
Action
Search or write
- AddressRequired
- Address Unit
Action
Search or write
- SearchQueryRequired
Action
Search or write
- EmailRequired
Action
Search or write
- 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