LeadConnector + Planpoint

Create opportunities in LeadConnector from new leads in Planpoint

Stay on top of your business dealings with this intuitive workflow. Whenever a new lead is detected in Planpoint, it updates or creates a new opportunity in LeadConnector. This automation ensures you're always ready to make the most of every potential customer, enhancing your efficiency and turning your lead management into a seamless process.

When this happens...
New Lead
Triggers when a new lead signed up.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- GroupRequired
Trigger
Polling
Try It

- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- NameRequired
Action
Write

- NameRequired
- AddressRequired
- TypeRequired
- Plan SizeRequired
Action
Write
- ProjectRequired
Action
Write
- GroupRequired
- Name
- Namespace
- Host Name
- Address
- Longitude
- Latitude
Action
Write
- ProjectRequired
- Name
- Bedrooms
- Square Feet
- Price
- Unit Price TBD
- Availability
- Embed Code
- Parking
- Bathrooms
- Orientation
- Available from
- Description
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

New Group
Triggers when a new group is created.
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- ProjectRequired
- FloorRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- NameRequired
- NamespaceRequired
- Host NameRequired
- Address
- Longitude
- Latitude
Action
Write
- ProjectRequired
- NameRequired
- BedroomsRequired
- Square FeetRequired
- Price
- Unit Price TBD
- AvailabilityRequired
- Embed Code
- Parking
- Bathrooms
- Orientation
- Available from
- Description
Action
Write
- ProjectRequired
- FloorRequired
- NameRequired
Action
Write
- ProjectRequired
- Name
- Show Inclusions
- Show Bathrooms
- Show Parking
- Show Orientation
- Show Availability
- Hide Sold
- Show Prices
- Show Floor Overview
- Prices Starting At
- Show Price Filter
- Show Area Filter
- Show Unit Description
- Show Taxes
- Price Before Tax
- Enable Forms
- Delivery Dates
- Send forms to
- Forms Subject
- Forms From Name
- Forms Message
- Namespace
- Host Name
- Show Unit Finishes
- Address
- Longitude
- Latitude
Action
Write
- 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

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 Planpoint

Planpoint is a floor plan SaaS for real estate developers and marketers to showcase plans, availabilities, and more via embeddable viewers on their websites.

Related categories

Website & App Building

LeadConnector + Planpoint

Create opportunities in LeadConnector from new leads in Planpoint

Supported triggers and actions

New Floor

New Lead

New Portal Signup

New Unit/Space

Updated Group

Updated Unit/Space

Create Floor

Create Project

Delete Unit/Space

Update Group

Update Unit/Space

Add/Update Contact

Add Lead to Workflow

Add Task

New Group

New Portal Event

New Project

Updated Floor

Updated Project

Updated Units/Spaces

Create Group

Create Unit/Space

Update Floor

Update Project

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Planpoint

Related categories