Elective + LeadConnector

Update opportunities in LeadConnector when orders are completed in Elective

Streamline your sales process with this seamless workflow. When an order is completed in the Elective app, it immediately adds or updates an opportunity in the LeadConnector app. This real-time transfer of information not only eliminates manual data entry but also ensures that your sales team can act promptly. Experience a smoother and faster sales cycle with this efficient workflow.

When this happens...
Order Completed
Triggers when a customer makes a purchase through Elective.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Application Approved
Triggers when a submitted Elective application is approved.
Trigger
Instant
Try It
Installment Charged
Triggers when an installment is charged for an in-house payment plan.
Trigger
Instant
Try It
Order Canceled
Triggers when a cancelation is initiated.
Trigger
Instant
Try It
Order Refunded
Triggers when a refund is initiated.
Trigger
Instant
Try It
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It

- 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

Application Declined
Triggers when a submitted Elective application is declined
Trigger
Instant
Try It
Installment Failed
Triggers when an installment is failed for an in-house payment plan.
Trigger
Instant
Try It
Order Completed
Triggers when a customer makes a purchase through Elective.
Trigger
Instant
Try It
Order Unrecoverable
Triggers when an order becomes unrecoverable.
Trigger
Instant
Try It
- 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