LeadConnector + Urable

Update or create Urable customers when LeadConnector pipeline stages change

Effortlessly keep your customer data up-to-date in Urable with this workflow. When a lead's pipeline stage changes in LeadConnector, this automation will either update an existing customer or create a new one in Urable. Simplify your data management process and ensure your Urable customer information is always current and accurate.

When this happens...
Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
ActionWrite
automatically do this!
Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
TriggerInstant

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Supported triggers and actions

What does this mean?

- User
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added in Urable.
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It

- NameRequired
- Type
- Origin
- Photo
- Email
- Label
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Time Zone
- Label
- Phone Number
- Label
- Notes
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
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

- User
Trigger
Scheduled
Try It
New or Updated Customer
Triggers when a customer is created or updated in Urable.
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About LeadConnector

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Urable

Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

LeadConnector + Urable

Update or create Urable customers when LeadConnector pipeline stages change

Completed Job

User

New Customer

New Event

User

Paid Job

User

New or Updated Event

User

Update/Create Customer

Type

Origin

Photo

Email

Label

Address Line 1

Address Line 2

City

State

Postal Code

Country

Time Zone

Label

Phone Number

Label

Notes

Add/Update Contact

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

Add Lead to Campaign

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)

Add Task

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

Fulfilled Order

User

New or Updated Customer

New Job

User

Paid Order

User

New or Updated Job