LeadConnector + YouLi

LeadConnector + YouLi integrations

Add new YouLi registrations when LeadConnector pipeline stages change

Manage your sales process more efficiently by letting this workflow handle the task of transferring updates from LeadConnector to YouLi. When a pipeline stage for a lead changes in LeadConnector, this workflow will swiftly add a registration in YouLi. It's a streamlined way to ensure that all lead stage changes are reflected with new registration additions in YouLi. Boost your productivity and keep your sales processin top shape with this simple, yet effective, automation.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Add RegistrationAdd a new traveler registration (email) to your selected trip
ActionWrite

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More things you can do with LeadConnector and YouLi

Discover other triggers and actions you can use with LeadConnector and YouLi

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Trip
  Required
Trigger
Instant
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- Trip
  Required
Trigger
Instant
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- Trip
  Required
Trigger
Instant
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New Trip Created
Triggers when a new trip is created using CREATE TRIP
Trigger
Instant
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New Invoice Item Change on Any Owned Trip
Triggers when a traveler changed their Add On selection on your Trip Page and when a planner add or delete an Invoice Line Item on TripBoard.
Trigger
Instant
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- Trip ID
  Required
- TripBoard ID
- Max Number of Travelers to return
  Required
Action
Search

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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
New Payment on Any Owned Trip
Triggers when a traveler makes a payment on any of your Trip Pages.
Trigger
Instant
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New Registration on Any Owned Trip
Triggers when a traveler enters their email on any of your Trip Pages and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.
Trigger
Instant
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New Task Response on Any Owned Trip
Triggers when a traveler responds to a task on any of your Trip Pages.
Trigger
Instant
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- Trip
  Required
Trigger
Instant
Try It
- Trip
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Phone Number
- Registration Note
- Send Confirmation
- Invitee Category Name
Action
Write

About LeadConnector

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

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About YouLi

YouLi is a group travel management platform that combines itinerary management, room inventory management, deck plans, “no-code” website + booking pages to ensure everyone involved in your group trip or retreat is on the same page. Manage registrations, collect payments, collect legal forms, assign tasks and share documents all in one place.

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