LeadConnector + QuoteMachine

Create and update contacts in LeadConnector when new contacts are created in QuoteMachine

Experience seamless lead management by connecting QuoteMachine with LeadConnector. When a new contact is created in QuoteMachine, this automation workflow updates or adds the same contact in LeadConnector. This means you never miss a lead and always have an accurate, up-to-date list in LeadConnector. Streamline your lead management process, ensuring every new contact gets timely attention.

When this happens...
Contact Created
Triggers when an contact is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when an contact is created.
Trigger
Instant
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Contact Updated
Triggers when an contact is updated.
Trigger
Instant
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Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Trigger
Instant
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Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Trigger
Instant
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Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).
Trigger
Instant
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- NameRequired
- EmailRequired
- Phone number
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
Action
Write
- Contact Internal ID
- Email
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

Contact Deleted
Triggers when an contact is deleted.
Trigger
Instant
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Invoice Created
Triggers when an invoice is created (sent or mark as done).
Trigger
Instant
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Order Created
Triggers when an order is marked as done.
Trigger
Instant
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Won Quote
Triggers when a quote is won.
Trigger
Instant
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Proposed Quote
Triggers when a quote is proposed to a customer.
Trigger
Instant
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- First nameRequired
- Last name
- EmailRequired
- Phone number
- Notes
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
- Organization internal ID
Action
Write
- 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