Connecteam + LeadConnector

Create and manage LeadConnector opportunities with new Connecteam form submissions

Streamline your lead management process with this automation. Once a new form is completed in Connecteam, it instantly updates or adds an opportunity in LeadConnector, ensuring that no potential lead is missed out on. This efficient workflow optimizes your lead generation and management, saving valuable time and resources.

When this happens...
New Form Submission
Triggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Time ClockRequired
Trigger
Instant
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- Form NameRequired
Trigger
Instant
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- SchedulerRequired
Trigger
Instant
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- Task BoardRequired
Trigger
Instant
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User Archived
Triggers when a user is archived
Trigger
Instant
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User Updated
Triggers when a user field was edited (real-time trigger).
Trigger
Instant
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- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
Action
Write

- Scheduler
- Time Clock
- TitleRequired
- Job Code
- Description
- Address
- Users or Groups
- Color
Action
Write
- SchedulerRequired
- Shift titleRequired
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write
- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
Action
Write
- User IDRequired
- Title
- TextRequired
Action
Write
- Conversation (Team/Channel)Required
- Sender (publisher)Required
- TextRequired
Action
Write
- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
Action
Write
- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Form NameRequired
Action
Search
- Job Name
- Job ID
Action
Search
- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
Action
Search
- Task BoardRequired
- Label TitleRequired
Action
Search
- 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

- Time ClockRequired
Trigger
Instant
Try It
- Form NameRequired
Trigger
Instant
Try It
- SchedulerRequired
Trigger
Instant
Try It
- Task BoardRequired
Trigger
Instant
Try It
New User
Triggers when a new user is added (real time trigger)
Trigger
Instant
Try It
- Archive by phone numberRequired
- User ID
- Phone Number
Action
Write
- Time ClockRequired
- Assigned UserRequired
- Timezone
Action
Write
- Scheduler
- Time Clock
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
Action
Write
- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task Labels
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
- Title
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
Action
Write
- Schedule IDRequired
- Shift IDRequired
Action
Write
- Recipient UserRequired
- Sender (publisher)Required
- TextRequired
Action
Write
- DateRequired
- UserRequired
- IndicatorRequired
- ValueRequired
Action
Write
- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
Action
Write
- Form NameRequired
- Form Submission IdRequired
Action
Search
- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
Action
Search
- Sub-Job TitleRequired
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
Action
Search
- 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 Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Learn more

Related categories

Scheduling & Booking

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Related Zap Templates

Add or update LeadConnector contacts from new Connecteam form submissions

Create tasks in Connecteam when stages change in LeadConnector

Connecteam + LeadConnector

Create and manage LeadConnector opportunities with new Connecteam form submissions

Clock In

Manager Field Updated

New Shift in Scheduler

Task Completed

User Archived

User Updated

Clock In

Create Job

Create Shift

Create Timesheet Row

Create User Note

Send Message in Channel/Team

Update Form Submission

Update Shift

Find Form

Find a Job

Find Form Submission

Find Task Label

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

Clock Out

New Form Submission

Updated Shift in Scheduler

Task Published

New User

Archive User

Clock Out

Create Job With Sub-Jobs

Create Task

Create User

Delete Shift

Send Private Message (DM)

Update User Performance Data

Update User Time Off Balance

Find Form Submission by Id

Find a Shift

Find Sub-Job

Find User

Add/Update Contact

Add Lead to Workflow

Add Task

About Connecteam

Related categories

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates