LeadMetrics + umsatz.io

LeadMetrics + umsatz.io integrations

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 SubmissionTriggers when a new Form Submission is created.
TriggerInstant
automatically do this!
Create DealCreates a Deal in LeadMetrics
ActionWrite

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More things you can do with umsatz.io and LeadMetrics

Discover other triggers and actions you can use with umsatz.io and LeadMetrics

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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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
- Dashboard
  Required
- Status
  Required
- Currency
- Amount
  Required
- E-Mail
- Phone Number
- Lm Session Id
- Stage
- Reference Id
Action
Write
- Dashboard
  Required
- Amount
  Required
- 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
- Dashboard
  Required
- Custom Metric
  Required
- Value
  Required
- E-Mail
- Phone Number
- Lm Session Id
- Date
Action
Write
- Dashboard
  Required
- 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.

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Related categories

Social Media Marketing

About umsatz.io

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

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Related categories

Sales & CRM