LeadMetrics + umsatz.io

Create new deals in LeadMetrics for each new form submission in umsatz.io

This workflow kicks into gear when a new form is submitted via Umsatz.io, resulting in the creation of a deal in LeadMetrics. Without manually transferring the data, it streamlines the process of lead management to help you maximize revenue opportunities. Great for businesses that are focused on scaling rapidly.

When this happens...
New Form Submission
Triggers when a new Form Submission is created.
TriggerInstant
automatically do this!
Create Deal
Creates a Deal in LeadMetrics
ActionWrite

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Supported triggers and actions

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
Try It
Create Deal
Creates a new deal in the system.
Action
Write

Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search

Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write
- DashboardRequired
- StatusRequired
- Currency
- AmountRequired
- E-Mail
- Phone Number
- Lm Session Id
- Stage
- Reference Id
Action
Write
- DashboardRequired
- AmountRequired
- Currency
- Date
- E-Mail
- Phone Number
- Is Refunded
- Refunded Amount
- Refund Date
- Reference Id
Action
Write
- Lead Id
- E-Mail
- Phone Number
Action
Search

Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
Try It
New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
Try It
New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
Try It
Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search
- DashboardRequired
- Custom MetricRequired
- ValueRequired
- E-Mail
- Phone Number
- Lm Session Id
- Date
Action
Write
- DashboardRequired
- E-Mail
- Phone Number
- Source
- First Name
- Last Name
- Lm Session Id
Action
Write
Get Dashboards
Gets all dashboards for the authorised user.
Action
Write

About LeadMetrics

LeadMetrics is a tool to keep track of your lead campaigns, simplifies reporting and displays all relevant KPIs in a clear dashboard.

Related categories

Social Media Marketing

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn more

Related categories

Sales & CRM

LeadMetrics + umsatz.io

Create new deals in LeadMetrics for each new form submission in umsatz.io

Supported triggers and actions

Contact Property Changed

New Activity

New Deal Created

Deal Stage Changed

Create Deal

Update Deal

Find Contact by Id

Find Deal by Id

Find or Create Contact by Email

Create Deal

Create Payment

Find Lead

Deal Property Changed

New Contact Created

New Form Submission

Create Contact

Update Contact

Find Contact by Email

Find Deals by Email

Find Contact by Search

Add Custom Metric Value

Create Lead

Get Dashboards

About LeadMetrics

Related categories

About umsatz.io

Related categories