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LeadConnector + QuoteRUSH
LeadConnector + QuoteRUSH
"update opportunities in LeadConnector when leads are modified in QuoteRUSH"
Enhance lead management effectiveness with this smart workflow. As soon as a lead undergoes modifications in QuoteRUSH, the changes are immediately mirrored in LeadConnector by the update or addition of an opportunity. This convenient process ensures your sales opportunities are consistently aligned with your leads, saving you time and boosting your productivity.
- When this happens...Lead ModifiedThis trigger polls for modified leads.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with QuoteRUSH and LeadConnector
Discover other triggers and actions you can use with QuoteRUSH and LeadConnector
- Lead Modified
This trigger polls for modified leads.
Try ItTriggerPolling - Applicant/Client Prefix
- Applicant/Client First NameRequired
- Applicant/Client Middle Name
- Applicant/Client Last NameRequired
- Applicant/Client Suffix
- Entity Type
- Non-Individual Entity Name
- Date Of Birth
- Applicant/Client Gender
- Applicant/Client Marital Status
- Applicant/Client Education Level
- Applicant/Client Industry
- Applicant/Client Occupation
- Credit Permission
- Assumed Credit Score
- Phone Number
- Phone Number Alt
- Cell Phone Number
- Email Address
- E-Policy
- Mailing Address
- Mailing Address - Line 2
- Mailing City
- Mailing State
- Mailing Zip
- Mailing County
- Mailing Province
- International Mailing Address
- Mailing Country
- CoApplicant Prefix
- CoApplicant First Name
- CoApplicant Middle Name
- CoApplicant Last Name
- CoApplicant Suffix
- CoApplicant Date Of Birth
- CoApplicant Email
- CoApplicant Phone Number
- CoApplicant Gender
- CoApplicant Marital Status
- CoApplicant Education
- CoApplicant Industry
- CoApplicant Occupation
- CoApplicant Relationship to Applicant
- Notes
- Overview Notes
- Assigned To
- Lead Source
- Lead Status
- Lead LOB - Home
- Lead LOB - Auto
- Lead LOB - Flood
- Property FormType
- Property Address
- Property Address - Line2
- Property City
- Property State
- Property Zip
- Property County
- Within City Limits
- New Purchase
- Purchase Date
- Purchase Price
- Usage Type
- Months Occupied
- Distance to Coast
- BCEG
- Territory
- Protection Class
- Flood Zone
- Active Flood Policy
- In Wind Pool
- Year Built
- Structure Type
- Number of Families
- Number of Stories
- Floor Unit Located On
- Square Feet
- Units In Firewall
- Total Units In Building
- Construction Type
- Wall Construction
- Frame Construction
- Masonry Construction
- Foundation Type
- Basement Percent Finished
- Roof Shape
- Portion of Roof Flat
- Roof Hip Percent
- Roof Material
- Pool
- Screened Enclosure Covers Pool
- Pool Fenced
- Pool has Divingboard or Slide
- Screened Enclosure Square Feet
- Screened Enclosure Coverage Amount
- Any Jacuzzi
- Any Hot Tub
- Under Renovation
- Under Construction
- Roof Year
- Roof Update Type
- Plumbing Year
- Plumbing Type
- Electrical Year
- Electrical Type
- Heating Year
- Primary Heat Source
- Water Heater Year
- Coverage A Limit
- Coverage B Limit - Amount
- Coverage B Limit - Percent
- Coverage C Limit - Amount
- Coverage C Limit - Percent
- Coverage D Limit - Amount
- Coverage D Limit - Percent
- Coverage E Limit
- Coverage F Limit
- All Other Perils Deductible
- Hurricane Deductible
- Named Storm Deductible
- Wind Hail Deductible
- Currently Insured
- Any Lapses in Coverage
- Current Carrier
- Current Annual Premium
- Current Policy Number
- Effective Date
- Current Policy Expiration Date
- Mortgage
- Bill To
- Any Claims
- Internal Claims Notes
- Prior Liability Limits
- Luxury Items Discussion Had
- Has Wind Mitigation Form
- Roof Covering
- Roof Deck Attachment
- Roof Wall Connection
- Secondary Water Resistance
- Opening Protection
- A3 Opening Protection Indicator
- Terrain
- Wind Speed Design
- Building Code
- Inspection Company
- Inspector Name
- Inspector License Number
- Inspection Date
- WPI8 Indicator
- Burglar Alarm
- Fire Alarm
- Distance to Fire Hydrant
- Distance to Fire Station
- Gated Community
- Fire Sprinklers
- Business On Premises
- Subdivision
- Protected Subdivision
- Animal Libaility Coverage
- E-Policy
- Equipment Breakdown Coverage
- Flood Endorsement
- ASIProgressive Auto Discount
- Identity Theft Coverage
- Increase Replacement Cost On Dwelling Coverage
- Open Water Exposure Coverage
- Personal Injury Coverage
- Personal Property Replacement Cost
- Refridgerated Contents Coverage
- Any resident smokers?
- Service Line Coverage
- Sinkhole Coverage
- Water Damage Exclusion Ensdorsement
- Wood Burning Stove Indicator
- Accredited Builder Indicator
- Accredited Builder Name
- Ordinance & Law Coverage
- Fungi Mold Coverage
- Loss Assessment Coverage
- Water Backup / Sump Overflow Coverage Indicator
- Water Backup / Sump Overflow Coverage AMount
- Earth Quak Coverage
- IBHS Classification
- Building Code Discount
- Impact Resistant Roof
- Foundation Water Damage Coverage
- Roof Loss Settlement
- Mediation Arbitration
- Kitchen Quality
- Kitch Count
- Full Bathroom Quality
- Full Bathroom Count
- Half Bathroom Quality
- Half Bathroom Count
- Wall Height
- Central Heat And Air
- Fireplaces
- Wood Buring Stoves Count
- Carpet (% of Total Floors)
- Hardwood (% of Total Floors)
- Vinyl (% of Total Floors)
- Tile (% of Total Floors)
- Marble (% of Total Floors)
- Laminate (% of Total Floors)
- Terrazzo (% of Total Floors)
- Quality Grade
- Foundation Shape
- Site Access
- History of any Bankruptcy, Foreclosure, Repossession, or Short Sale?
- Year of most recent Bankruptcy, Foreclosure, Repossession, or Short Sale
- History of any Cancelation, Non-Rewnewal, or Declined Coverage?
- Any Felony Conviction
- Property on More Than 5 Acres?
- Property Not Visible to Neighbors?
- Property With 100 Feet of Industrial Zone?
- Sinkhole Activity?
- Property has Existing Damage?
- Fire Violations?
- Any Ineligible Circuit Breaker Types?
- Electrical Circuit Amps
- Property Converted from Non-Residentual Building?
- Garage Converted to Living Space
- Underground Oil Storage Tank?
- Any Dogs With Bite History
- Any Vicious Dogs
- Any Farm Animals
- Farm Animal Description
- Any Exotic Animals
- Exotic Animal Description
- Dog Breeds
- Any Abandoned Vehicles?
- Any Roommates or Boarders?
- Any Domestic Employees?
- Any Trampolines
- Any Skateboard Ramps?
- Ever Rented or Sublet?
- Unoccupied 8 weeks or more?
- Rental Term Lenght
- Fire Extinguishers?
- Deadbolts?
- Built Over Water?
- Currently For Sale?
- Is Property a Foreclosure, short sale, or previously bank owned?
- Days Vacant
- Water Heater Not Secured to Building Foundation?
- Do any of the porches/patios have a different roof line or roof material from dwelling?
- Run RCE
- Previous Mailing Address
- Previous Mailing Address - Line 2
- Previous Mailing City
- Previous Mailing State
- Previous Mailing Zip
- Previous Mailing County
- Last use of Previous Mailing Address (Month)
- Last use of Previous Mailing Address (Year)
- Mobile Home Manufacturer
- Mobile Home Make
- Mobile Home Model
- Mobile Home Length
- Mobile Home Width
- Mobile Home Park Subdivision
- Mobile Home Location Type
- Mobile Home Serial Number
- ANSI Complaint
- Tie Down Compliant
- Flood Zone
- Flood Community Number
- Flood Community Description
- Flood Zone Map Panel
- Flood Zone Map Panel Suffix
- Flood Deductible
- Flood Policy Type
- Waiting Period
- Prior Flood Loss
- Flood Grandfathering
- Has Flood Elevation Cert
- Flood Elevation Cert Date
- Flood Photograph Date
- Flood Diagram
- Flood Building Coverage Limit
- Flood Contents Coverage Limit
- Flood Elevation Difference
- Non-Participating Flood Community
- CBRA Zone
- Current Carrier
- Current Carrier Type
- Current Flood Expiration Date
- Current Flood Policy Id
- Bodily Injury Coverage
- Current Auto Policy Annual Premium
- Current Auto Policy Carrier
- Current Auto Policy Expiration Date
- Currently Insured
- Current Policy Term Lenght
- Effective Date
- Residence Type
- Prior Liability Limits
- Property Damage Coverage
- Uninsured Motorist Coverage
- Uninsured Motorists Property Damage Coverage
- Years At Current Residence
- Years Continuously Insured
- Years With Current Carrier
- Medical Payments
- PIP Deductible
- PIP Coverge
- Wage Loss Coverage
- AAA Member
- Notes
- Stacked Coverage
- EFT Payments
- PIP Medical Deductible
- PIP Medical Coverage
- Combat Theft
- Spousal Liability
- OBEL
- PIP Additional Coverage
- Autopolicy Primary Garage State
- Auto Policy Current Policy Id
- Claim Description
- Date of Claim
- Claim Amount
- Reporting Source of Claim
- Act Of God
- Catastrophic Loss
- From Prior Residence
- Claim was Paid
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Marital Status
- Education Level
- Date Of Birth
- Industry
- Occupation
- Years of Occupation
- Relationship to Primary Driver (aka the Isnured)
- Rated Driver
- License Status
- Date First Licensed
- Age First Licensed
- License Number
- License State
- License Suspended or Revoked in Last 5 Years
- Driver Training Date
- SR22 / FR44 Requirements
- Driver Violation Points
- Good Student Driver
- Driver Training Completed
- Driver is student living more than 100 Miles from home
- Social Security Number
- Vehicle Year
- Vehicle Make (aka Manufacturer)
- Vehicle Model
- VIN (Vehicle Identification Number)
- Anti Theft Device
- Passive Restraints
- Anti-Lock Brakes
- Ownership Status
- Annual Mileage
- Length Of Ownership
- Primary Driver
- Usage Type
- Miles Driven One Way
- Days Driven Per Week
- WeeksDriven Per Month
- Existing Vehicle Damage
- Comprehensive Deductible
- Collision Deductible
- Uninsured Motorist Property Damage Limit
- Uninsured Motorist Property Damage Deductible
- Towing / Road Assistance Coverage
- EAP Coverage
- Rental Coverage
- Cost of Vehicle at New
- Odometer Reading
- Body Style
- Drive Type
- Engine Information
- Vehicle Fuel Type
- Garage Location
- Use for Ride Share
- Telematics Enrollment
- OEM Parts Endorsement
- Original Vehicle Owner
- Garage Type
- Capacity
- Square Feet
- The Zapier Index of the Driver the Violation is associated with
- Type of Violation / Incident
- Date of Violation
- Claim Amount
- Comprehensive Claim Details
- Comprehensive Bodily Injury Amount
- Comprehensive Property Damage Amount
ActionWrite- 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
ActionWrite- 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)
ActionWrite
- New Lead Added
Triggers when a new lead is added.
Try ItTriggerPolling - In Pipeline
- Moved to Stage
Try ItTriggerInstant- 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 Pipeline
- Select Stage
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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