LeadConnector + SyndicationPro

Create or update opportunities in LeadConnector when contacts are newly created or updated in SyndicationPro

Drive efficiency and never miss a sales opportunity with this streamlined workflow. When a new or updated contact is captured in SyndicationPro, it triggers the addition or update of an opportunity in LeadConnector. By leveraging this automation, you ensure seamless data transfer, reduce manual work, and always stay ahead in managing your leads - turning every potential contact into a promising opportunity.

Drive efficiency and never miss a sales opportunity with this streamlined workflow. When a new or updated contact is captured in SyndicationPro, it triggers the addition or update of an opportunity in LeadConnector. By leveraging this automation, you ensure seamless data transfer, reduce manual work, and always stay ahead in managing your leads - turning every potential contact into a promising opportunity.

  1. When this happens...
    SyndicationProSyndicationPro
    Contact Created or Updated

    Triggers when a new lead signs up or a contact is updated.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • First Name

    • Last Name

    • Phone Number

    • Email AddressRequired

    • Self Accreditation

    • Verified Account

    Action
    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
leadconnector logo
leadconnector logo

About LeadConnector

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

Related categories

  • Marketing Automation

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syndicationpro logo
syndicationpro logo

About SyndicationPro

SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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