FunnelCockpit + Samdock

FunnelCockpit + Samdock integrations

Create new Samdock leads from FunnelCockpit crm contacts

Effortlessly manage your leads by connecting FunnelCockpit and Samdock. With this workflow, whenever a new CRM contact is added in FunnelCockpit, a lead will be created in Samdock - ensuring seamless management of your contacts and sales pipeline. Save time and improve efficiency by keeping your CRM and sales activities in sync.

When this happens...
New CRM ContactTriggers when a new CRM contact is created.
TriggerPolling
automatically do this!
Create LeadThis action creates a 'Lead' in Samdock.
ActionWrite

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More things you can do with FunnelCockpit and Samdock

Discover other triggers and actions you can use with FunnelCockpit and Samdock

- CRM
  Required
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Webinar
  Required
Trigger
Polling
Try It
- Email
  Required
- First Name
- Last Name
- Email Tag
  Required
- Company
- Phone
- Zip code
- City
- Country
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- Webinar
  Required
- Date Count
- Max. 1 Date for next full hour
Action
Search

- Lead/Deal Selection
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It

New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First Name
  Required
- Last Name
  Required
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _id
  Required
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- Email Tag
Trigger
Polling
Try It
- Survey
  Required
Trigger
Polling
Try It
- CRM
  Required
- Email
  Required
- Phone number
- First name
- Last name
- Company
- Zip code
- City
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- Webinar
  Required
- Email
  Required
- Start date
  Required
Action
Write
Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Request
Triggers when a new request is created.
Trigger
Polling
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- Name
  Required
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last Name
  Required
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization Name
  Required
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- Name
  Required
- Description
- Priority
- Start Date
- Due Date
Action
Write

About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.

Learn moreLearn moreHelpHelp

Related categories

Contact Management

About Samdock

Samdock is a simple CRM system for small businesses.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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