LeadConnector + Vendasta
LeadConnector + Vendasta
LeadConnector + Vendasta integrations
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.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this...Create or Update CompanyCreates or Updates a company. Also used to return values for an existing record.
- then do this...Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
- then do this!Create or Update CRM ActivityCreate a new log activity in the CRM.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with LeadConnector and Vendasta
Discover other triggers and actions you can use with LeadConnector and Vendasta
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Note for Vendasta App as trigger
Try ItTriggerPolling
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Vendasta
Vendasta provides a single place for your sales teams to view key information about your customers.
Related categories