Create Salesflare opportunities from new LeadDelta tags
Finally, an app to connect your LinkedIn and your CRM of choice. Use LeadDelta's powerful tag functionality to tag a LinkedIn connection and ship the details to your Salesflare CRM.
Finally, an app to connect your LinkedIn and your CRM of choice. Use LeadDelta's powerful tag functionality to tag a LinkedIn connection and ship the details to your Salesflare CRM.
- When this happens...Applied Tag
Triggers when a tag is applied to a connection.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Opportunity
Creates a new opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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Tag
Action triggers when this tag is applied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Disconnect
Triggers when a connection is disconnected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggers when a new message is sent to a connection.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Profile Visit
Triggers when a new profile visit is done on LinkedIn via LeadDelta.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NoteRequired
Linkedin Profile ID
This is required only if you do not have the Connection ID.
Connection ID
This is required if you do not have the LinkedIn Profile ID.
Connection Username
It is required only if you don't have connection email.
Connection Email
It is required only if you don't have connection username.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag TitleRequired
Tag ColorRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag
Type
Trigger on Customers or on My contacts (including those gathered in the background)?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccount
Provide the Account ID, not the Name here.
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkflowRequired
Select the workflow to trigger on.
Step NumberRequired
Specify the number of the step to trigger on. This number is listed in front of the workflow step name when editing a workflow in Salesflare. (e.g. "1. Send an email" is step number 1)
EventRequired
Select the event to trigger on.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Specify the ID of the account you want to add a user to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Link to Existing or New Account
Specify the ID of the account you want to link the opportunity to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it -or- create a new account below.
Account Name
Required if you did not link to an existing account using the field above.
Account Website
Fill out to search account info automatically.
Contact Name
Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
Contact Email
Fill out to search contact info automatically.
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkflowRequired
Select the workflow to remove the contact from.
ContactRequired
Specify the ID of the contact you want to remove from the workflow. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
Met Goal?Required
Indicate whether the contact is exiting the workflow while meeting the goal or not.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Specify the ID of the contact you want to update. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
Name
Email
Fill out the email address to search contact info automatically.
First Name
Last Name
Tag
Picture
Fill out a URL pointing to a picture for the contact.
Birthdate
Phone Number
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
This field needs to match exactly (case sensitive).
Domain
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Account
Specify the ID of the account you want to find an opportunity for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
ActionThis is an event a Zap performs.SearchFind existing data in your appStage
Pipeline Name
Stage Name
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Email
Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
Phone Number
Account
Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Tag
First Name
Last Name
Tag
Picture
Fill out a URL pointing to a picture for the contact.
Birthdate
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Connection
Triggers when a new connection is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Follow
Triggers when a connection is followed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is added to a connection.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unfollow
Triggers when a connection is unfollowed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connection Email
It is required only if you don't have connection username.
Connection Username
It is required only if you don't have connection email.
Tag
Choose an existing tag that you want to apply.
New Tag Title
This is required if you don't choose a tag from the existing list.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Assignee
Stage
Tag
Min Value
Max Value
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkflowRequired
Select the workflow to trigger on.
Event
Select the event to trigger on.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Specify the ID of the account you want to add a contact to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
ContactRequired
Specify the ID of the contact you want to add to the account. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Update if Account Already Exists
Use existing account if an account with that name already exists.
Website
Fill out the website to search account info automatically.
Contact Name
Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
First Name
Last Name
Tag
Picture
Fill out a URL pointing to a picture for the contact.
Birthdate
Phone Number
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Specify the ID of the account you want to add a note to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
BodyRequired
Note Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Account
Specify the ID of the account you want to link the task to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Reminder Date
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Specify the ID of the account you want to update. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Name
Website
Fill out the website to search account info automatically.
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Specify the ID of the opportunity you want to update. If you are not getting the Opportunity ID from a previous step, you can add a "Find Opportunity" step to find it.
Name
Account
Specify the ID of the account you want to update an opportunity from. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
This field needs to match exactly (case sensitive).
Email
Phone Number
Account
Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Domain
Tag
Update if Account Already Exists
Use existing account if an account with that name already exists.
Website
Fill out the website to search account info automatically.
Contact Name
Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Related categories
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