Entegral Base + LeadConnector

Manage new Entegral Base leads by adding or updating contacts in LeadConnector

Enhance your sales process with this efficient workflow. Whenever a new lead is identified in Entegral Base, it directly adds or updates the contact information in LeadConnector. This automation ensures a swift response to potential customers, contributing to improved customer management and efficient lead tracking. Benefit from immediate information transfer and make sure no lead slips through the cracks.

When this happens...
New Lead
Triggers when a new lead is received in the Base. Lead will be access based on Primary API user's access.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Agent
Triggers when a new agent is added in the Base.
Trigger
Polling
Try It
New Contact (Office Shared Contact)
Triggers when a new office shared contact is added in the Base.
Trigger
Polling
Try It
Contact Updated (Any Contact)
Triggers when any contact is updated in the Base.
Trigger
Polling
Try It
- Sale Type
- Mandate Status
- Agent ID
- Price To
- Price From
- Property Type
- Mandate Type
Trigger
Polling
Try It
- ContactIDRequired
- Activity TypeRequired
- From Date
- From Time
- To Date
- To Time
- DescriptionRequired
Action
Write

- Title
- FirstnameRequired
- LastnameRequired
- Company Name
- Contact Type
- Contact Source
- Sharing
- Mobile Number
- Contact Tags
- Office Number
- Email Address
- Birthday
Action
Write
- Property ReferenceRequired
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

New Contact (Any Contact)
Triggers when any new contact (office shared or private) is added in the Base.
Trigger
Polling
Try It
Contact Updated (Office Shared Contact)
Triggers when office shared contact is updated in the Base.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is received in the Base. Lead will be access based on Primary API user's access.
Trigger
Polling
Try It
- Sale Type
- Mandate Status
- Agent ID
- Price To
- Price From
- Property Type
- Mandate Type
Trigger
Polling
Try It
- ContactIDRequired
- MessageRequired
Action
Write
- Agent IDRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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