LeadConnector + Userflow

Update opportunities in LeadConnector when checklists are completed in Userflow

Experience seamless workflow management with this automation. When a checklist is completed in Userflow, it triggers an immediate update or addition of an opportunity in LeadConnector. This streamlines your process, ensuring no lead is missed or overlooked based on Userflow checklist completion. Fast and efficient, this tool transforms your lead management journey.

When this happens...
Checklist Completed
Triggers when a user has completed all tasks in a checklist.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger on these events
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Trigger when
Trigger
Instant
Try It

- Only trigger for this launcher
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It

- User ID
- Group ID
- Event NameRequired
Action
Write
- User IDRequired
Action
Write
- User ID
- Email
- Group ID
Action
Search
- User IDRequired
- Email
- Group ID
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 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

- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Only trigger for this launcher
Trigger
Instant
Try It
- Only trigger for this launcher
Trigger
Instant
Try It
- Trigger when
Trigger
Instant
Try It
- Group IDRequired
Action
Write
- Group ID
- User ID
Action
Search
- Group IDRequired
- User ID
Action
Search or write
- 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 Userflow

Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.

Help

Related categories

Customer Support

PRODUCTS

CAPABILITIES

By team

LeadConnector + Userflow

Update opportunities in LeadConnector when checklists are completed in Userflow

Checklist Completed

Only trigger for this checklist

Checklist Started

Only trigger for this checklist

Event Tracked

Only trigger on these events

Flow Dismissed/Ended

Only trigger for this flow

Sample user ID

Group Created/Updated

Trigger when

Launcher Dismissed

Only trigger for this launcher

Question Answered

Only trigger for this flow

Sample user ID

Track Event

User ID

Group ID

Create/Update User

User IDRequired

Find User

User ID

Email

Group ID

Find or Create User

User IDRequired

Email

Group ID

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

Checklist Dismissed/Ended

Only trigger for this checklist

Checklist Task Completed

Only trigger for this checklist

Flow Completed