LeadConnector + Spotio

Manage new or updated Spotio records by adding or updating opportunities in LeadConnector

Whenever a new record is created or updated in Spotio, this workflow will also add or update an opportunity in LeadConnector. This streamlines the process of dealing with sales data, ensuring nearly real-time updates between your two favorite sales apps. No longer worry about manual data entry, let this workflow handle the task, improving your productivity and data accuracy.

When this happens...
Record Created or Updated
Triggers when record is created or updated.
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
- 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

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

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

Learn more

Related categories

Sales & CRM

Related Zap Templates

Update Spotio records when LeadConnector pipeline stages change

LeadConnector + Spotio

Manage new or updated Spotio records by adding or updating opportunities in LeadConnector

Activity Created

Activity Updated

Document Added to Record

Record Created or Updated

Record Updated

Create Chat Message

Create Activity Note

Create Record

Enroll Contact to Autoplay

Update Activity

Search Activity by ActivityId

Search Record by Anything

Find or Create Activity

Find or Create DataObject

Find or Create Lead

Find or Create Lead

Find or Create Lead

Add/Update Contact

Add Lead to Workflow

Add Task

Activity Created or Updated

Appointment Created

Record Created

Record Stage Changed

Note Created

Create Activity

Create Appointment

Create Image

Unenroll Contact to Autoplay

Update Record

Search Record

Find or Create Activity

Find or Create DataObject

Find or Create Lead

Find or Create Lead

Find or Create Lead

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Spotio

Related categories

Related Zap Templates

Related Zap Templates