LeadConnector + Vendasta
Create or update Vendasta CRM records from new LeadConnector pipeline changes
Easily transfer leads into Vendasta by creating or updating companies, contacts, and CRM activities whenever a pipeline stage changes in LeadConnector. Keep you and your clients' CRM updated as leads advance, so everyone has the right details when it counts.
Easily transfer leads into Vendasta by creating or updating companies, contacts, and CRM activities whenever a pipeline stage changes in LeadConnector. Keep you and your clients' CRM updated as leads advance, so everyone has the right details when it counts.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this...Create or Update Company
Creates or Updates a company. Also used to return values for an existing record.
- then do this...Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
- then do this!Create or Update CRM Activity
Create a new log activity in the CRM.
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
Note for Vendasta App as trigger
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 LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
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)
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
Company or Contact IDsRequired
Choose activity typeRequired
Check for existing activity based on an external identifier
Add team members
Add tags
