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How Zapier works
Zapier makes it easy to integrate LeadConnector with Sphere - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Add New Contacts to Sphere" in Sphere.
You’re connected!
Zapier seamlessly connects LeadConnector and Sphere, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- In PipelineRequired
- 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 PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Add New Contact/People
This triggers when a people or contact has been added to Sphere.
Try ItTriggerPolling
- 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- 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
ActionWrite- SourceRequired
- First NameRequired
- Last Name
- Email
- Phone
- Home Address Line1
- Home Address Line 2
- Unit #
- Home City
- Home State
- Home Country
- Home Zipcode
- Birthday
- House Anniversary
- Company Name
- Work Address Line1
- Work Addresss Line2
- Work City
- Work Country
- Work State
- Work Zipcode
- Other Address Line1
- Other Address Line2
- Other city
- Other Country
- Other State
- Other Zipcode
- Work Phone
- Mobile Phone
ActionWrite
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