LeadConnector + TidyHQ

Add new contacts to LeadConnector when they're added to a group in TidyHQ

When a new contact is added to a group in TidyHQ, this workflow ensures the same contact is immediately created or updated in LeadConnector. It offers an efficient way to maintain consistent records across both platforms without manual intervention, making it easier to manage and track your leads. This workflow frees up your time and reduces errors inherent in manual data entry.

When this happens...
Contact Added to Group
Triggers when a contact has been added to a group.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Contact Activated
Triggers when a contact has been created manually or automatically.
Trigger
Instant
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Contact Added to Group
Triggers when a contact has been added to a group.
Trigger
Instant
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Contact Merged
Triggers when two contacts have been merged.
Trigger
Instant
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Event Deleted
Triggers when an event is deleted.
Trigger
Instant
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Event Ticket Pack Cancelled
Triggers when a group of event tickets has been cancelled.
Trigger
Instant
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Event Ticket Pack Reserved
Triggers when a group of event tickets has been reserved for sale.
Trigger
Instant
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Event Ticket Deleted
Triggers when an event ticket is deleted.
Trigger
Instant
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Event Updated
Triggers when an event is updated.
Trigger
Instant
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Finance Order Awaiting Payment
Triggers when a finance order requires manual intervention to have its payment processed.
Trigger
Instant
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Finance Order Expired
Triggers when a finance order has exceeded time it can be in a pending state.
Trigger
Instant
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Finance Order Rejected
Triggers when a finance order has failed to process.
Trigger
Instant
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Membership Cancelled
Triggers when a membership has been cancelled.
Trigger
Instant
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Membership Partiated
Triggers when a membership has been partially paid for.
Trigger
Instant
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Subscription Continued
Triggers when a subscription has continued.
Trigger
Instant
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Subscription Started
Triggers when a subscription has started.
Trigger
Instant
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- Tidy-Assigned Identifier for ContactRequired
- Text of NoteRequired
Action
Write
- Tidy-Assigned Identifier for MembershipRequired
- Text of NoteRequired
Action
Write
- Tidy-Assigned Identifier for ContactRequired
- Tidy-Assigned Identifier for NoteRequired
Action
Write
- Tidy-Assigned Identifier for MembershipRequired
- Tidy-Assigned Identifier for NoteRequired
Action
Write
- Contact Kind is
- Contact ID Number is
- First Name is
- Last Name is
- Contact Email is
- Company is
- Phone is
Action
Search
- 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

Contact Deactivated
Triggers when a contact has been deleted.
Trigger
Instant
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Contact Removed From Group
Triggers when a contact has been removed from a group.
Trigger
Instant
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Event Activated
Triggers when an event is published.
Trigger
Instant
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Event Ticket Pack Activated
Triggers when a group of event tickets has been paid.
Trigger
Instant
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Event Ticket Pack Expired
Triggers when a group of event tickets has exceeded time they can be reserved.
Trigger
Instant
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Event Ticket Created
Triggers when an event ticket is created.
Trigger
Instant
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Event Ticket Updated
Triggers when an event ticket is updated.
Trigger
Instant
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Finance Order Activated
Triggers when a finance order has been paid.
Trigger
Instant
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Finance Order Cancelled
Triggers when a finance order has been cancelled.
Trigger
Instant
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Finance Order Pending
Triggers when a finance order is waiting to be processed.
Trigger
Instant
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Membership Activated
Triggers when a membership has been activated.
Trigger
Instant
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Membership Expired
Triggers when a membership has expired.
Trigger
Instant
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Subscription Cancelled
Triggers when a subscription has been cancelled.
Trigger
Instant
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Subscription Expired
Triggers when a subscription has expired.
Trigger
Instant
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- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Nick Name
- Company
- Date of Birth
- Gender
- Subscribed for messages
- Phone
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Write
- Tidy-Assigned Identifier for InvoiceRequired
- Text of NoteRequired
Action
Write
- Tidy-Assigned Identifier for ContactRequired
Action
Write
- Tidy-Assigned Identifier for InvoiceRequired
- Tidy-Assigned Identifier for NoteRequired
Action
Write
- Tidy-Assigned Identifier for ContactRequired
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Nick Name
- Company
- Date of Birth
- Gender
- Subscribed for messages
- Phone
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Write
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Company
- Phone
- Nick Name
- Date of Birth
- Gender
- Subscribed for messages
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Search or write
- 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

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About TidyHQ

When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Update LeadConnector contacts when contacts are removed from a group in TidyHQ

Related Zap Templates

Update LeadConnector contacts when contacts are removed from a group in TidyHQ

LeadConnector + TidyHQ

Add new contacts to LeadConnector when they're added to a group in TidyHQ

Contact Activated

Contact Added to Group

Contact Merged

Event Deleted

Event Ticket Pack Cancelled

Event Ticket Pack Reserved

Event Ticket Deleted

Event Updated

Finance Order Awaiting Payment

Finance Order Expired

Finance Order Rejected

Membership Cancelled

Membership Partiated

Subscription Continued

Subscription Started

Add Contact Note

Add Membership Note

Delete Contact Note

Delete Membership Note

Find Contact

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

Contact Deactivated

Contact Removed From Group

Event Activated

Event Ticket Pack Activated

Event Ticket Pack Expired

Event Ticket Created

Event Ticket Updated

Finance Order Activated

Finance Order Cancelled

Finance Order Pending

Membership Activated

Membership Expired

Subscription Cancelled

Subscription Expired

Create Contact

Add Invoice Note

Delete Contact

Delete Invoice Note

Update Contact

Find or Create Contact

Add/Update Contact

Add Lead to Workflow

Add Task

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About TidyHQ

Related categories

Related Zap Templates

Related Zap Templates