LeadConnector + Xero
Update contacts in Xero when pipeline stages change in LeadConnector
Automate your customer management process with this streamlined workflow. When a lead progresses to a new phase within the LeadConnector, this initiates the creation or update of a contact in Xero. This seamless integration eases the task of manually updating information, helping you stay on top of contact data, and fostering efficient sales and accounting collaboration.
Automate your customer management process with this streamlined workflow. When a lead progresses to a new phase within the LeadConnector, this initiates the creation or update of a contact in Xero. This seamless integration eases the task of manually updating information, helping you stay on top of contact data, and fostering efficient sales and accounting collaboration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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)
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
OrganizationRequired
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