Elective + LeadConnector

Update LeadConnector contacts whenever new Elective orders are completed

Improve your lead management with this smart workflow. When an order is completed in the Elective app, it seamlessly updates or adds a new contact in the LeadConnector app. This smooth automation ensures that your customer details are always up-to-date, enhancing efficiency and saving precious time in your lead management process.

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

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Supported triggers and actions

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

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