Cobot + LeadConnector

Add or update LeadConnector contacts when new Cobot memberships are confirmed

When new members confirm their registration in Cobot, ensure their details are promptly added or updated in LeadConnector. This workflow saves you time and effort as it effortlessly manages your contacts. It's perfect for those busy times when your membership grows and you need to keep everything organized and efficient.

When this happens...
Membership Confirmed
Triggers when a membership is confirmed.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- SubdomainRequired
Trigger
Instant
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- SubdomainRequired
Trigger
Instant
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- SubdomainRequired
Trigger
Instant
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- SubdomainRequired
Trigger
Instant
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- SubdomainRequired
Trigger
Instant
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- SubdomainRequired
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- SubdomainRequired
Trigger
Instant
Try It
- SubdomainRequired
Trigger
Instant
Try It
- SubdomainRequired
Trigger
Instant
Try It
- SubdomainRequired
Trigger
Instant
Try It
- SubdomainRequired
Trigger
Instant
Try It
- SubdomainRequired
- TextRequired
- Level
- Channels
Action
Write
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write

About Cobot

Cobot is a management software for coworking spaces and shared offices. Cobot helps you with billing, invoicing, bookings and member management so that you have more time for your coworkers.

Learn more