LeadSimple + OfficeRnD

Create leads in LeadSimple from new or updated members in OfficeRnD

Boost your sales efforts by instantly converting new or updated members in OfficeRnD into fresh leads in LeadSimple. This automation takes care of the tedious data-entry tasks, allowing you to focus more on building relationships and less on administrative work. The moment a member status changes in OfficeRnD, a lead is created in LeadSimple, ensuring you never miss an opportunity to engage potential clients.

When this happens...
New Member/Member Status Updated
Triggers when a new member is added or when a member's status is changed.
TriggerPolling
automatically do this!
Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- Location
- Resource
Trigger
Polling
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- OrganizationRequired
- Location
- Status
Trigger
Polling
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- OrganizationRequired
- Status
- Location
Trigger
Polling
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- OrganizationRequired
- Status
Trigger
Polling
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- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Send Notification
- ResourceRequired
- StartRequired
- EndRequired
- Title
- Description
- Company
- Member
Action
Write
- OrganizationRequired
- LocationRequired
- Member
- Company
- Product
- Name
- QuantityRequired
- Price
- Date
Action
Write

- OrganizationRequired
- PlanRequired
- NameRequired
- PriceRequired
- Start DateRequired
- End Date
- LocationRequired
- Company
- Member
Action
Write
- OrganizationRequired
- TypeRequired
- TitleRequired
- URL
- Description
- Image URL
- LocationRequired
- Member
Action
Write
- OrganizationRequired
- Booking IDRequired
- Send Notification
- Edit Mode
Action
Write
- OrganizationRequired
- Find ByRequired
- Find Occurrence
Action
Search
- OrganizationRequired
- Find ByRequired
Action
Search
Call Completed
Triggers when a new call is completed.
Trigger
Instant
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Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
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Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
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Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Completed Automatically
Triggers when a task is completed automatically. An automatic task set to auto send.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- ConversationRequired
- TagRequired
Action
Write
- ConversationRequired
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- PipelineRequired
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- IDRequired
Action
Search

- OrganizationRequired
- Location
- Visitor Flow
Trigger
Polling
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- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Status
- Location
Trigger
Polling
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- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Status
- Location
Trigger
Polling
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- OrganizationRequired
- TitleRequired
- Description
- Start TimeRequired
- End timeRequired
- LocationRequired
- Where
- URL
- Image URL
- Company
- Member
Action
Write
- OrganizationRequired
- LocationRequired
- NameRequired
- Company Name
- Email
- Phone
- Bio
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- OrganizationRequired
- LocationRequired
- Opportunity Name
- Status
- Deal Size
- Member NameRequired
- Member Email
- Member phone
- Company Name
Action
Write
- OrganizationRequired
- LocationRequired
- NameRequired
- Email
- Url
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- OrganizationRequired
- LocationRequired
- Visitor NameRequired
- Visitor FlowRequired
- Start TimeRequired
- End TimeRequired
- Visitor Company
- Visitor Email
- Visitor Phone
- Host
Action
Write
- OrganizationRequired
- Find ByRequired
Action
Search
- OrganizationRequired
- Find ByRequired
Action
Search
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
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Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
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Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
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Process Created
Triggers when a new process is created.
Trigger
Instant
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Task Completed
Triggers when a task is completed.
Trigger
Instant
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Task Completed Manually
Triggers when a task is completed manually. A manual task that does NOT use auto send.
Trigger
Instant
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- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- LeadRequired
- Note TextRequired
- Created At
Action
Write
- ProcessRequired
- Note TextRequired
- Created At
Action
Write
- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- SearchRequired
Action
Search
- Process Type
- SearchRequired
Action
Search
- PropertyRequired
- SearchRequired
Action
Search
- IDRequired
Action
Search

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About OfficeRnD

OfficeRnD is a workspace management platform helping Coworking Spaces and Business Centers automate operations and improve members experience. The platform acts like a central hub that connects to and manages all systems already in place, saving space operators time and allowing them to focus only on the highest leverage activities.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

LeadSimple + OfficeRnD

Create leads in LeadSimple from new or updated members in OfficeRnD

New Booking

New Contract

New Member/Member Status Updated

New Opportunity

New Post

Create Booking

Create One-Off Fee

Create Membership

Create Post

Update Booking

Find Booking

Find Location

Call Completed

Lead Changes Stage

Lead Created

Lead Is Reassigned

Outbound Conversation Created

Process Changes Tags

Process Reassigned

Task Completed Automatically

Task Created

Create Lead

Create Process

Tag Conversation

Update Conversation

Update Process

Update Unit

Search Lead

Search Property

Search User

Get Process

New Visitor Check-In

New Event

New Membership

New Invoice

New Company

Create Event

Create Member

Create Opportunity

Create Company

Create Visitor

Find Member

Find Company

Lead Changes Pipeline

Lead Changes Tags

Lead Opens Email

Inbound Conversation Created

Process Changes Stage

Process Created

Task Completed

Task Completed Manually

Create Call

Create Lead Note

Create Process Note

Update Contact

Update Lead

Update Property

Search Contact

Search Process

Search Unit

Get Lead

About LeadSimple

Related categories

Similar apps

Zapier Interfaces

About OfficeRnD

Related categories

Similar apps

Zapier Interfaces