LeadConnector + Zomentum
Create or update clients, contacts, and opportunities in Zomentum with new changes to LeadConnector pipeline stages
Stay effortlessly responsive to your sales pipeline with this Zap! Once it's in place, this integration automatically creates a new, or updates an existing, client, contact, and opportunity in your Zomentum account with each new change to a pipeline stage in LeadConnector.
Stay effortlessly responsive to your sales pipeline with this Zap! Once it's in place, this integration automatically creates a new, or updates an existing, client, contact, and opportunity in your Zomentum account with each new change to a pipeline stage in LeadConnector.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this...Create or Update Client
Create or Update Client
- then do this...Create or Update Contact
Create or Update Contact
- then do this!Create or Update Opportunity
Create or Update Opportunity
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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
Client Created
Triggers when a new client is created.
Try It
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Zomentum
Zomentum is a sales funnel management tool built for MSPs