LeadConnector + The Value Builder System™

LeadConnector + The Value Builder System™ integrations

Create new LeadConnector contacts from new The Value Builder System™ contacts

When a new contact is added to The Value Builder System™, this workflow ensures that the same information is instantly updated in LeadConnector. This seamless process keeps your contact data consistent across both platforms, saving you time and reducing the chance of errors. It's an effective way to keep your contact database current, boosting the efficiency of your marketing and sales efforts.

When this happens...
New ContactTriggers when a new contact is added to Value Builder.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with The Value Builder System™ and LeadConnector

Discover other triggers and actions you can use with The Value Builder System™ and LeadConnector

New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
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Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
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Sent Email to Contact
Triggers when a contact is sent an email.
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Instant
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New Contact
Triggers when a new contact is added to Value Builder.
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Update Contact
Triggers when a specified property is updated on any contact.
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- Email
  Required
- Title
  Required
- Description
  Required
- Date
  Required
Action
Write
- Email
  Required
- Tag
  Required
Action
Write

- Email
  Required
Action
Write
- Email
  Required
- What is the purpose of opening this engagement?
  Required
- Who are you opening the engagement for?
  Required
- Is the Business Owner paying for the engagement?
  Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?
  Required
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Country
  Required
- City
- Address
- Phone
Action
Write
- In Pipeline
  Required
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
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Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
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Engagement Program Activated
Triggers when an engagement program is activated for a contact.
Trigger
Instant
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Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
Trigger
Instant
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- Email
  Required
Action
Write
- Email
  Required
- Subject
  Required
- Note
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Country
  Required
Action
Write
- To
  Required
- Subject
  Required
- Body Type
  Required
- Body
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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.

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About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

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