LeadConnector + systeme.io

Create and manage LeadConnector opportunities with new sales in systeme.io

Accelerate your sales process with this effective workflow. When a new sale occurs in Systeme.io, this automation will swiftly add or update the corresponding opportunity in LeadConnector. Save time, reduce manual data entry and ensure every lead is captured accurately. Enhance your sales strategy with an efficient and reliable process.

When this happens...
New Sale
Triggers when a new sale is made.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Instant
Try It
- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- CourseRequired
- Access TypeRequired
Action
Write
- CourseRequired
- Contact emailRequired
Action
Write

- CampaignRequired
- Contact emailRequired
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

- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- TagRequired
Action
Write
- TagRequired
- Contact emailRequired
Action
Write
- CampaignRequired
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