LeadConnector + TidyHQ

LeadConnector + TidyHQ integrations

Add new contacts to LeadConnector when they're added to a group in TidyHQ

When a new contact is added to a group in TidyHQ, this workflow ensures the same contact is immediately created or updated in LeadConnector. It offers an efficient way to maintain consistent records across both platforms without manual intervention, making it easier to manage and track your leads. This workflow frees up your time and reduces errors inherent in manual data entry.

When this happens...
Contact Added to GroupTriggers when a contact has been added to a group.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with TidyHQ and LeadConnector

Discover other triggers and actions you can use with TidyHQ and LeadConnector

Contact Activated
Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash).
Trigger
Instant
Try It
Contact Deactivated
Triggers when a contact has been deleted.
Trigger
Instant
Try It
Contact Removed From Group
Triggers when a contact has been removed from a group.
Trigger
Instant
Try It
Event Activated
Triggers when an event is published.
Trigger
Instant
Try It
Event Ticket Pack Activated
Triggers when a group of event tickets has been paid.
Trigger
Instant
Try It

Event Ticket Pack Expired
Triggers when a group of event tickets has exceeded time they can be reserved.
Trigger
Instant
Try It
Event Ticket Created
Triggers when an event ticket is created.
Trigger
Instant
Try It

Event Ticket Updated
Triggers when an event ticket is updated.
Trigger
Instant
Try It
Finance Order Activated
Triggers when a finance order has been paid.
Trigger
Instant
Try It
Finance Order Cancelled
Triggers when a finance order has been cancelled.
Trigger
Instant
Try It
Finance Order Pending
Triggers when a finance order is waiting to be processed.
Trigger
Instant
Try It
Membership Activated
Triggers when a membership has been activated.
Trigger
Instant
Try It
Membership Expired
Triggers when a membership has expired.
Trigger
Instant
Try It
Subscription Cancelled
Triggers when a subscription has been cancelled.
Trigger
Instant
Try It
Subscription Expired
Triggers when a subscription has expired.
Trigger
Instant
Try It
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Nick Name
- Company
- Date of Birth
- Gender
- Subscribed for messages
- Phone
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Write
- Tidy-Assigned Identifier for Invoice
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
Action
Write
- Tidy-Assigned Identifier for Invoice
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Nick Name
- Company
- Date of Birth
- Gender
- Subscribed for messages
- Phone
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Write
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Company
- Phone
- Nick Name
- Date of Birth
- Gender
- Subscribed for messages
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
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 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

Contact Created
Triggers when a new contact has been created for the first time.
Trigger
Instant
Try It
Contact Added to Group
Triggers when a contact has been added to a group.
Trigger
Instant
Try It
Contact Merged
Triggers when two contacts have been merged.
Trigger
Instant
Try It
Event Deleted
Triggers when an event is deleted.
Trigger
Instant
Try It
Event Ticket Pack Cancelled
Triggers when a group of event tickets has been cancelled.
Trigger
Instant
Try It
Event Ticket Pack Reserved
Triggers when a group of event tickets has been reserved for sale.
Trigger
Instant
Try It
Event Ticket Deleted
Triggers when an event ticket is deleted.
Trigger
Instant
Try It
Event Updated
Triggers when an event is updated.
Trigger
Instant
Try It
Finance Order Awaiting Payment
Triggers when a finance order requires manual intervention to have its payment processed.
Trigger
Instant
Try It
Finance Order Expired
Triggers when a finance order has exceeded time it can be in a pending state.
Trigger
Instant
Try It
Finance Order Rejected
Triggers when a finance order has failed to process.
Trigger
Instant
Try It
Membership Cancelled
Triggers when a membership has been cancelled.
Trigger
Instant
Try It
Membership Partiated
Triggers when a membership has been partially paid for.
Trigger
Instant
Try It
Subscription Continued
Triggers when a subscription has continued.
Trigger
Instant
Try It
Subscription Started
Triggers when a subscription has started.
Trigger
Instant
Try It
- Tidy-Assigned Identifier for Contact
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Membership
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Tidy-Assigned Identifier for Membership
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Contact Kind is
- Contact ID Number is
- First Name is
- Last Name is
- Contact Email is
- Company is
- Phone is
Action
Search
- 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

About LeadConnector

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

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

About TidyHQ

When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Update LeadConnector contacts when contacts are removed from a group in TidyHQ

Related Zap Templates

Update LeadConnector contacts when contacts are removed from a group in TidyHQ