Tracker

Create new Tracker clients from new Tracker leads

Enhance your Tracker app experience with this workflow. When a new lead is detected in the Tracker app, it instantly creates a new client in the same application. This seamless process not only saves time but also ensures a quicker response to potential customers. Enhance productivity and streamline your sales pipeline with this efficient automation.

When this happens...
New Lead
Triggers when a new lead is added to Tracker.
TriggerInstant
automatically do this!
Create Client
Adds a new client
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is added to Tracker.
Trigger
Instant
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New Contact
Triggers when a new contact is added to Tracker.
Trigger
Instant
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New Lead
Triggers when a new lead is added to Tracker.
Trigger
Instant
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New Resource
Triggers when a new resource is added to Tracker.
Trigger
Instant
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Updated Activity
Triggers when an existing activity is updated to Tracker.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated to Tracker.
Trigger
Instant
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Updated Lead
Triggers when an existing lead is updated to Tracker.
Trigger
Instant
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Updated Resource
Triggers when an existing resource is updated to Tracker.
Trigger
Instant
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- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- Project Name
- User Name
- Lead Name
- Subject
- Priority
- Activity Type
- Date Due
- Time Due
- Task Status
- Location
- Start Date
- End Date
- Start Time
- End Time
- Note
- Contact Type
- Interviewer
- Last Updated Date/Time
- Last Updated Name
- Reminder Date/Time
- Interview Type
- CV Sent
- CV Sent Count
- Interview Number
Action
Write
- Client Name
- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Business Phone
- Home Phone
- Mobile/Cell
- Other Phone
- Fax
- LinkedIn
- Email
- Website
- Department
- Office
- Manager Name
- Assistant Name
- Nickname
- Spouses Name
- Birthday
- Anniversary
- Note
- Is Primary Contact
- Source
- Marketing
- Internal Reference
- Contact Role
- Last Updated
- Last Updated By
- Creation Date
- Tag text
- Contact Owner
- Is Private Record
Action
Write
- Client Name
- Contact Name
- Resource Name
- Lead Owner
- Product Name
- Lead NameRequired
- Description
- Lead From
- Telephone
- Email
- Lead Date
- Award Date
- Lead Status Name
- Source
- Value
- Strategy
- Contact Type
- Creation Date
- Internal Reference
- Tag Text
- Last Updated
- Last Updated By
- Currency
- Department
- Close Date
Action
Write
- Opportunity NameRequired
- Opportunity Owner
- Department
- Status
- Client Name
- Contact Name
- Date Opened
- Location
- Client Reference
- Work Type
- Source
- Probability
- Number of Positions
- Estimated Value
- Factored Value
- Target Margin
- Award Date
- Invoice Date
- Start Date
- End Date
- Date Filled
- Description
- Note
- Strategy
- Published
- Publish Reference
- Publish Title
- Publish Description
- Publish Location
- Publish Start
- Publish Duration
- Publish Work Type
- Publish Sector
- Publish Category
- Zip Code Location
- Last Update
- Last Update By
- Pay Rate/Salary
- Creation Date
- Currency
- Publish Salary From
- Publish Salary To
- Publish Salary Per
- Publish Benefits
- Publish Skills
- Tag Text
- Charge Rate/Fee
- Start Time
- End Time
- Business Type
- Secondary Owner
- Owner Percentage
- Secondary Owner Percentage
Action
Write
- Client Name
- Company Name
- Contact Name
- Product Name
- Project Name
- Ticket Raised Date
- Ticket Contact Type
- Company
- Email
- Telephone
- Ticket Status
- Ticket Priority
- Ticket Department
- Ticket Type
- Product Version
- Ticket Resolution Due
- Last Updated
- Last Updated By
- Subject
- Description
- Resolution
- Assigned To
- Keywords
- Publish
- Lifecycle Stage
- Assigned To
- Category 1 Changes
- Category 2 Changes
- Product Change
- Service Change
- Change Date
- Creation Date
- Assigned To Department
- Assigned Team
- Tag Text
- First Response Made
- Ticket Status
- First Response Due
- Ticket Type
- Closed
- Other Email To Notify
- Creation Contact Name
- Creation User Name
- Reminder
- Feedback Score
- Feedback Comments
- Feedback Link
- Ticket Priority
Action
Write
- TermRequired
Action
Search

New Client
Triggers when a new client is added to Tracker.
Trigger
Instant
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New Invoice
Triggers when a new invoice is added to Tracker.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added to Tracker.
Trigger
Instant
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New Ticket
Triggers when a new ticket is added to Tracker.
Trigger
Instant
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Updated Client
Triggers when an existing client is updated on Tracker.
Trigger
Instant
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Updated Invoice
Triggers when an existing invoice is updated to Tracker.
Trigger
Instant
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Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.
Trigger
Instant
Try It
Updated Ticket
Triggers when an existing ticket is updated to Tracker.
Trigger
Instant
Try It
- Client NameRequired
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Telephone
- Fax
- Email
- Website
- Note
- Background
- Source
- Internal Reference
- Sort Code
- Account Number
- Bank Name
- Bank Reference
- Last Updated
- Last Updated By
- Target Revenue
- Turnover
- Creation Date
- Client Vertical
- Tag Text
- Client Owner
- Tax Exempt
- Invoice Contact Name
- Invoicing Frequency
- Invoicing Date
- Invoice Terms
- Department
Action
Write
- Invoice Date
- Invoice Due Date
- Name
- Invoice Contact Name
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Purchase Order No
- Invoice Status
- Invoice Owner
- Invoice Terms
- Payment Date
- Invoice Sub Total
- Invoice Tax Total
- Invoice Total
- Invoice Note
- Creation Date
- Currency Code
- Client Name
- Invoice Item Id
- Item Date
- Item Code
- Item Description
- Item Units
- Item Unit Value
- Item Sub Value
- Item Tax Rate
- Item Total Value
- Item Status
- Item Invoice Order Id
- Item Tax Amount
Action
Write
- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- User Name
- Project Name
- Lead Name
- Date
- Time
- TextRequired
Action
Write
- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Home Phone
- Mobile/Cell
- Work Phone
- Other Phone
- Email
- Other Email
- Date of Birth
- Nationality
- Ethnic Origin
- Languages
- Education
- Notice Period
- Interview Date
- Interview Result
- Interview Note
- Summary
- Date Resume Sent
- Date Applied
- Date Registered
- Interviewed By
- Source
- Sort Code
- Account No
- Bank Name
- Bank Reference
- Last Update
- Last Update By
- Status
- Creation Date
- Employment History
- Achievements
- Associations
- NI-SS Number
- Marketing
- Tag Text
- Current Salary
- Desired Salary
- Current Pay Rate
- Desired Pay Rate
- Owner
- Payroll Number
- Agency Name
- Available From Date
- IBAN
- Swift
- Current Employer
- Is Private Record
- Department
Action
Write
- TermRequired
Action
Search
- TermRequired
Action
Search

About Tracker

Tracker helps recruitment and staffing firms build better relationships, workflows, and revenue with our integrated Recruitment ATS and CRM

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Tracker

Create new Tracker clients from new Tracker leads

New Activity

New Contact

New Lead

New Resource

Updated Activity

Updated Contact

Updated Lead

Updated Resource

Create Activity

Contact Name

Client Name

Resource Name

Opportunity Name

Campaign Name

Project Name

User Name

Lead Name

Subject

Priority

Activity Type

Date Due

Time Due

Task Status

Location

Start Date

End Date

Start Time

End Time

Note

Contact Type

Interviewer

Last Updated Date/Time

Last Updated Name

Reminder Date/Time

Interview Type

CV Sent

CV Sent Count

Interview Number

Create Contact

Client Name

Preferred Name

First Name

Last Name

Job Title

Address Line 1

Address Line 2

Town/City

County/State

Post/Zip Code

Country

Business Phone

Home Phone

Mobile/Cell

Other Phone

Fax

LinkedIn

Email

Website

Department

Office

Manager Name

Assistant Name

Nickname

Spouses Name

Birthday

Anniversary

Note

Is Primary Contact

Source

Marketing

Internal Reference

Contact Role

Last Updated

Last Updated By

Creation Date