LeadConnector + SumoQuote

Create new LeadConnector opportunities from sent SumoQuote signatures reports

Streamline your sales process by connecting your SumoQuote and LeadConnector workflows. With this setup, each time a report is sent for signatures in SumoQuote, it will update or create new opportunities in LeadConnector. This allows you to keep track of your potential clients and manage your leads in an efficient way, enhancing your sales productivity.

When this happens...
Report Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
TriggerInstant
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Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
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Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
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Instant
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Report Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project IDRequired
- Customer First NameRequired
- Customer Last Name
- AddressRequired
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write

- PDF IdRequired
Action
Search
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
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Instant
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Project Created
Triggers when a new SumoQuote project is created.
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Report Signed
Triggers when a Report is signed by all signatories.
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Instant
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- Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- IdRequired
Action
Search
- Search Criteria
- Salesperson Email
Action
Search
- 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
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

About LeadConnector

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Help

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

LeadConnector + SumoQuote

Create new LeadConnector opportunities from sent SumoQuote signatures reports

Email Bounced

Email Opened

Report Sent for Signatures

Project Updated

Update Project

Customer First NameRequired

Customer Last Name

AddressRequired

Email Address

City

Postal Code

Phone Number

Intake Date

Won Date

Lost Date

Revenue

Salesperson

Project State

Get PDF

PDF IdRequired

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

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

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Email Clicked

Project Created

Report Signed

Create Project

Customer First NameRequired

Customer Last Name

Email

Phone

Address Line 1Required

City

State

Zip Code

Project Id

Salesperson Email

Date Created

CompanyCam Project Id

Get Project by Id

IdRequired

Search Projects

Search Criteria