LeadConnector + Passion.io

Update LeadConnector contacts when new lessons are completed in Passion.io

When a lesson is completed within the Passion.io app, stay ahead of your leads by updating or adding a contact in the LeadConnector app right away. This workflow ensures your CRM stays up-to-date, accelerating your lead management process, helping your sales team get the information they need, and engaging potential students promptly. With this automation, improve your sales process by keeping your audience engaged and informed at all times.

When this happens...
Lesson Completed
User completed a lesson
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Account Created
New user appeared in the users list
Trigger
Instant
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- Lesson
Trigger
Instant
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- Plan
Trigger
Instant
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- Tracking ID
Trigger
Instant
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- Email addressRequired
- First Name
- Last Name
- Phone
- Address
- Zip Code
- City
- State
- CountryRequired
- Products (Plan IDs)Required
- Amount (sales price in cents)Required
- Send password mail
Action
Write

- User IDRequired
- MessageRequired
Action
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

- Post
Trigger
Instant
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New Chat Message
A user sent a message
Trigger
Instant
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- Plan
Trigger
Instant
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- Email addressRequired
- Products (Plan IDs)Required
Action
Write
- Community IDRequired
- Channel ID (Post ID)Required
- MessageRequired
Action
Write
- 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