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LeadConnector + Truss

LeadConnector + Truss

LeadConnector + Truss integrations

Create new Truss contacts when LeadConnector pipeline stages change

Streamline your contact management process with this workflow. As soon as a pipeline stage shifts inside LeadConnector, this sets off a process to create a new contact in Truss. Enhance your efficiency, stay updated, and ensure no potential lead slips through the cracks.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
    TriggerInstant
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a Contact in the system.
    ActionWrite
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More things you can do with LeadConnector and Truss

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

    • 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
  • Truss triggers, actions, and search
    New Task

    Triggers when add new Task to a porject.

    Trigger
    Instant
    Try It
    • 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
  • Truss triggers, actions, and search
    New Contact Linked to Entity

    Trigger when a new contact is linked to Entity

    Trigger
    Instant
    Try It
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Truss
Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.
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