Akada + LeadConnector

Add or update LeadConnector opportunities when new accounts are sent in Akada

Streamline your sales process with this efficient workflow. When an account is sent through Akada, the details are immediately updated or added as a new opportunity in LeadConnector. This not only ensures that your sales team is always working with the most up-to-date information, but also saves time that would have been spent manually transferring data between the two platforms. Experience the convenience of a smoother sales operation with this automation.

When this happens...
Account Sent
Triggers when a studio user clicks the "Send Account to Zapier" button on an account information page..
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Accounts Sent
Triggers when a studio user sends a list of accounts to Zapier.
Trigger
Instant
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Account Permanently Deleted
Triggers when a studio user permanently deletes an account.
Trigger
Instant
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Account Updated
Triggers when a studio user or customer updates an account (included account creation with additional data beyond 'Account created' data).
Trigger
Instant
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Student Created
Triggers when a studio user or customer creates a new student.
Trigger
Instant
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Student Sent
Triggers when a studio user clicks the "Send Student to Zapier" button on a student information page.
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

Account Created
Triggers when a studio user creates a new account or a customer completes the account onboarding step.
Trigger
Instant
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Account Sent
Triggers when a studio user clicks the "Send Account to Zapier" button on an account information page..
Trigger
Instant
Try It
Students Sent
Triggers when a studio user sends a list of students to Zapier.
Trigger
Instant
Try It
Student Permanently Deleted
Triggers when a studio user permanently deletes a student.
Trigger
Instant
Try It
Student Updated
Triggers when a studio user or customer updates student contact information (included student creation with additional data beyond 'Student created' data)..
Trigger
Instant
Try It
- 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