Convertri + LeadConnector

Add new Convertri submissions to LeadConnector as updated contacts

Keep your contacts updated seamlessly with this automation. When a new submission from a page happens in Convertri, the workflow will update or add a contact in LeadConnector. This enables an efficient way to manage contacts and ensures you're always up-to-date with the latest submissions.

When this happens...
New Submission From Page
Triggers when a form or checkout is submitted from a specific page in your Convertri account. You can choose whether the trigger activates on form submissions only, checkout submissions only, or both.
TriggerInstant
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Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- Submission TypeRequired
Trigger
Instant
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- ProductRequired
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Instant
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- SiteRequired
- FunnelRequired
- PageRequired
- ProductRequired
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Instant
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- SiteRequired
- FunnelRequired
- PageRequired
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Instant
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- In PipelineRequired
- Moved to Stage
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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

- DomainRequired
- FunnelRequired
- PageRequired
- Submission TypeRequired
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Instant
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- ProductRequired
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Instant
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New Sale of Any Product
Triggers whenever a sale is made on your Convertri account.
Trigger
Instant
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- ProductRequired
Trigger
Instant
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- 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