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LeadConnector
LeadConnector
1. Choose trigger event
Lodasoft
Lodasoft
2. Choose action
1. Select the event
Setup
Test
LeadConnector
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Post Lead" in Lodasoft.
You’re connected!
Zapier seamlessly connects LeadConnector and Lodasoft, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Lead Campaign Id
- Lead Source Override
- Loan Purpose Id
- Loan Type Id
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Phone
- Work Phone
- Street Address Line 1
- Street Address Line 2
- City
- State
- Zip
- Credit Score
- Monthly Income Amount
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Phone
- Work Phone
- Street Address Line 1
- Street Address Line 2
- City
- State
- Zip
- Credit Score
- Monthly Income Amount
- Street Address Line 1
- Street Address Line 2
- City
- State
- Zip
- First Time Home Buyer
- Purchase Time Frame
- Property Found
- Number of Units
- Planned Unit Development
- Construction Method
- Project Type
- Attachment Type
- Property Will Be
- Purchase Price
- Loan Amount
- Appraised Value
- Cash Out Amount
- Down Payment
- Interest Rate
- Branch Id
- Unpaid Principal Balance
- Estimated Value
- Interest Rate
- Term
- User Name
- User Guid
- Date
- Description
- Notes
- Custom Data 1
- Custom Data 2
- Custom Data 3
- Custom Data 4
- Custom Data 5
- Custom Data 6
- Custom Data 7
- Custom Data 8
- Custom Data 9
- Custom Data 10
- Los Reference Number
- Internal Notes
- Lead Reference Id
- Lead Source
- Tags
- Referral Source
- Date Created Override
- Channel
ActionWrite
- 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
- Date of Birth
ActionWrite- Workflow IDRequired
- 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)
ActionWrite- 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
ActionWrite- Get Loan Purposes
Retrieve a list of Loan Purposes and their corresponding ID.
ActionSearch
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Connect LeadConnector and Lodasoft to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate LeadConnector on the Zapier blog
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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