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Set up your first integration
Quickly connect LeadConnector to OpenPhone with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate LeadConnector with OpenPhone - 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 "Create or Update Contact" in OpenPhone.
You’re connected!
Zapier seamlessly connects LeadConnector and OpenPhone, 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- Select Phone NumbersRequired
Try ItTriggerInstant
- 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- Select Phone NumbersRequired
Try ItTriggerInstant
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Practical ways you can use LeadConnector and OpenPhone
Get notified about new messages via OpenPhone.
Stay updated with your business communications by setting up an automation where whenever a new incoming message is received on OpenPhone, Zapier automatically adds or updates a contact in LeadConnector. This ensures you don't miss tracking customer details and helps centralize client records for follow-ups.
Business OwnerNotify team about completed calls.
Improve support team efficiency by creating an automation where upon the completion of an incoming call in OpenPhone, Zapier adds a task in LeadConnector. This ensures appropriate follow-up actions are taken and nothing slips through the cracks.
Customer Support OpsTrack pipeline updates from LeadConnector in OpenPhone.
Enable your marketing team to stay informed about opportunity updates. When a pipeline stage in LeadConnector is changed, Zapier triggers a notification via an OpenPhone message. This keeps everyone aligned without having to constantly check the CRM.
Marketing & Marketing OpsLearn how to automate LeadConnector on the Zapier blog
Frequently Asked Questions about LeadConnector + OpenPhone integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LeadConnector and OpenPhone
How can I set up a trigger to send SMS messages via OpenPhone when a new lead is added in LeadConnector?
To set up this trigger, create a 'Zap' where LeadConnector is the trigger app and OpenPhone is the action app. Choose the trigger event as 'New Lead' in LeadConnector, and for the action event, select 'Send SMS' in OpenPhone. Once configured, every new lead captured by our system will automatically receive an SMS through your specified OpenPhone number.
Can I create a workflow that updates a contact in LeadConnector when an incoming call is received on OpenPhone?
Yes, you can establish such a workflow. Set up an automation where OpenPhone acts as the trigger with 'Incoming Call' as the event. Then, choose LeadConnector as the action app with 'Update Contact' as your action. This ensures that each time you receive a call, the connected contact details are updated in our CRM system.
Is it possible to log calls from OpenPhone into LeadConnector for tracking purposes?
Absolutely! You can set this up by creating a connection where an 'Incoming Call' or 'Missed Call' on OpenPhone triggers an action to 'Create Activity' or 'Log Call' within LeadConnector. This allows for seamless tracking of all phone interactions directly within our platform.
What happens if an incoming message on OpenPhone matches existing customer information in LeadConnector?
You can automate this scenario by creating a workflow where an incoming message in OpenPhone triggers a search and update function in LeadConnector. If there’s a match, use the information to update customer details or add notes within their profile automatically.
How can I schedule follow-up calls using information from leads collected in LeadConnector via OpenPhone?
To schedule follow-up calls with details from new leads in LeadConnector, integrate it with your calendar app using our workflow settings. This involves setting up new leads as triggers and creating actions like sending details to your calendar or setting reminders for callbacks through messages on OpenPhone.
Are there options to prioritize certain contacts when syncing between OpenPhone and LeadConnector?
Yes, prioritization can be handled by applying filters during setup. Use conditional logic features during integration to prioritize syncing certain contacts based on criteria like industry type or lead score when triggering actions between both systems.
Can automatic responses be configured through integrating these platforms? If so, how?
Indeed, you can configure automatic responses by setting triggers for specific events such as missed calls or message receipts in OpenPhone linked with response actions like sending predefined texts or emails from within our platform through integration settings.
