LeadConnector + umsatz.io

LeadConnector + umsatz.io integrations

Update deal stages in umsatz.io and add leads to campaigns in LeadConnector

Keep your lead management efforts efficient and precise. When a deal's stage is adjusted in Umsatz.io, this workflow promptly includes the corresponding lead into a campaign in LeadConnector. This ensures your marketing strategies align with sales developments, saving valuable time and driving productivity.

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ActionWrite

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More things you can do with umsatz.io and LeadConnector

Discover other triggers and actions you can use with umsatz.io and LeadConnector

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
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Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
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Create Deal
Creates a new deal in the system.
Action
Write

Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search

Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
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

Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
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New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
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New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
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Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
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.

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Related categories

Marketing Automation

Similar apps

Zapier Forms

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

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create new contacts in umsatz.io when pipeline stages change in LeadConnector

Related Zap Templates

Create new contacts in umsatz.io when pipeline stages change in LeadConnector