Billsby + LeadConnector

Create leads in LeadConnector campaigns for new customers in Billsby

Streamline your customer management process with this handy workflow. As soon as a new customer is added in Billsby, this workflow promptly incorporates the lead into your campaign in LeadConnector. It helps you save time, ensures immediate follow-ups, and optimizes your marketing strategy. Make your customer onboarding process more efficient and effective.

When this happens...
Customer Created
Triggers when a new customer is created.
TriggerInstant
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Add Lead to Workflow
Adds a lead to an existing workflow.
ActionWrite

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Supported triggers and actions

Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Payment Successful
Triggers when a successful payment is taken.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated.
Trigger
Instant
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- Currency codeRequired
- AmountRequired
- DescriptionRequired
- CustomerUniqueIdRequired
Action
Write
- SubscriptionUniqueIdRequired
- CounterIdRequired
- Operation TypeRequired
- ValueRequired
Action
Write

- Subscription IDRequired
Action
Search
- 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

Customer Updated
Triggers when customer details are updated.
Trigger
Instant
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Subscription Created
Triggers when a subscription gets created.
Trigger
Instant
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- SubscriptionUniqueIdRequired
- TagnameRequired
Action
Write
- CustomerUniqueIdRequired
- First nameRequired
- Last NameRequired
- Address line 1
- Address line 2
- EmailRequired
- State
- City
- Country
- Postcode
- Phone number country
- Phone Number Dial Code
- Phone number
Action
Write
- Customer IDRequired
Action
Search
- Subscription IDRequired
Action
Search
- 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