CallMaker + LeadConnector

Create new LeadConnector contacts from newly created CallMaker bookings

Create a seamless connection between CallMaker and LeadConnector using this workflow. When a new booking is made in CallMaker, this automation ensures that a contact is instantly added or updated in LeadConnector. This streamlined process eliminates manual data transfer, allowing you to focus more on nurturing leads and optimizing your sales efforts.

When this happens...
Booking Created
Triggers when a booking is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Instant
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- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
Trigger
Instant
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Booking UnConfirmed
Triggers when a booking is unconfirmed.
Trigger
Instant
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Meeting Not Accomplished
Triggers when a meeting is not accomplished.
Trigger
Instant
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Meeting Successful
Triggers when a meeting is successful.
Trigger
Instant
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Order Cancelled
Triggers when a order is cancelled.
Trigger
Instant
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- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
- Product: External identifier 01
- Product: External identifier 02
Trigger
Instant
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Order UnConfirmed
Triggers when a order is unconfirmed.
Trigger
Instant
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- Order IDRequired
Action
Write
- Field for customer's name
- Field for customer's First Name
- Field for customer's Last Name
- Field for customer's Address
- Field for customer's Post Code
- Field for customer's Personal Number
- Field for customer's Phone Number
- Field for customer's Mobile Phone Number
- Field for customer's Email
- Field for customer's Notes
- Project to connectRequired
Action
Write
- Project to connectRequired
- Export formatRequired
- Start dateRequired
- End dateRequired
- Include average and sum statistics
- Organization groups to include in the statisticsRequired
Action
Write
- Project to connectRequired
- Export formatRequired
- Start dateRequired
- End dateRequired
- Include average and sum statistics
- Users to include in the statisticsRequired
- Projects to include in the statistics
Action
Write
- Number IDRequired
- Field for customer's name
- Field for customer's First Name
- Field for customer's Last Name
- Field for customer's Address
- Field for customer's Post Code
- Field for customer's Personal Number
- Field for customer's Phone Number
- Field for customer's Mobile Phone Number
- Field for customer's Email
- Field for customer's Notes
Action
Write
- Order IDRequired
- Order StatusRequired
Action
Write
- Booking IDRequired
- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
Action
Search
- Number IDRequired
- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
- Customer: Personal Number
- Customer: Secondary Phone Number
- Customer: Customer Field #01
- Customer: Customer Field #02
- Customer: Customer Field #03
- Customer: Customer Field #04
- Customer: Customer Field #05
- Customer: Customer Field #06
- Customer: Customer Field #07
- Customer: Customer Field #08
- Customer: Customer Field #09
- Customer: Customer Field #10
Action
Search
- Resource IDRequired
Action
Search
- Workflow IDRequired
Action
Search
- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Personal Number
- Customer: Phone Number
- Customer: Secondary Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
- Project to connectRequired
Action
Search
- Order date: From
- Order date: To
- Order confirmation date: From
- Order confirmation date: To
- Exported date: From
- Exported date: To
- Order Cancelled
- Order Confirmed
- Order Exported
- User
- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Personal Number
- Customer: Phone Number
- Customer: Secondary Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
- Project to connectRequired
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

Booking Confirmed
Triggers when a booking is confirmed.
Trigger
Instant
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Booking Restored
Triggers when a booking is restored (Uncanceled).
Trigger
Instant
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Meeting Accomplished
Triggers when a meeting is accomplished.
Trigger
Instant
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Meeting Not Successful
Triggers when a meeting is not successful.
Trigger
Instant
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Number Change Created
Triggers when a customer card is processed.
Trigger
Instant
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Order Confirmed
Triggers when a order is confirmed.
Trigger
Instant
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Order Restored
Triggers when a order is restored (Uncanceled).
Trigger
Instant
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- Project to connectRequired
- Export formatRequired
- Bookings to include in the exportRequired
Action
Write
- Project to connectRequired
- Export formatRequired
- Start dateRequired
- End dateRequired
- Include average and sum statistics
- Inbounds to include in the statisticsRequired
Action
Write
- Project to connectRequired
- Export formatRequired
- Order to include in the exportRequired
Action
Write
- Project to connectRequired
- Export formatRequired
- Start dateRequired
- End dateRequired
- Include average and sum statistics
- Processes to include in the statisticsRequired
Action
Write
- Project to connectRequired
- Export formatRequired
- Start dateRequired
- End dateRequired
- Include average and sum statistics
- Projects to include in the statisticsRequired
Action
Write
- Number IDRequired
- StatusRequired
- Log
Action
Write
- Project to connectRequired
- Export formatRequired
- Numbers (customers) to include in the exportRequired
Action
Write
- Workflow IDRequired
- Include Current Workflow IDRequired
Action
Search
- Order IDRequired
- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
- Product: External identifier 01
- Product: External identifier 02
Action
Search
- User IDRequired
- User: External Service UserID
- User: External Service User Mail
Action
Search
- Booking date: From
- Booking date: To
- Meeting date: From
- Meeting date: To
- Exported date: From
- Exported date: To
- Booking Cancelled
- Booking Confirmed
- Booking Exported
- Meeting Accomplished
- Meeting Successful
- User
- Resource
- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Personal Number
- Customer: Phone Number
- Customer: Secondary Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
- Project to connectRequired
Action
Search
- Customer: Name
- Customer: First Name
- Customer: Last Name
- Customer: Personal Number
- Customer: Phone Number
- Customer: Secondary Phone Number
- Customer: Email
- Customer: Company Name
- Customer: Organization Number
- Project to connectRequired
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

About CallMaker

CallMaker is a flexible dialer system used for contact intense CRM purposes.

Related categories

Contact Management

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

Related Zap Templates

Create customer cards in CallMaker when pipeline stages change in LeadConnector

Related Zap Templates

Create customer cards in CallMaker when pipeline stages change in LeadConnector

CallMaker + LeadConnector

Create new LeadConnector contacts from newly created CallMaker bookings

Booking Cancelled

Booking Created

Booking UnConfirmed

Meeting Not Accomplished

Meeting Successful

Order Cancelled

Order Created

Order UnConfirmed

Confirm Order by Order Id

Create Customer Card

Create Statistics Organizations Group Export

Create Statistics User Export

Edit Customer Card

Edit Order Status by Order Id

Find Booking by Booking Id

Find Number by Number Id

Find Resource by Resource Id

Find Project by Workflow Id

Search Number ID

Search Order IDs

Add/Update Contact

Add Lead to Workflow

Add Task

Booking Confirmed

Booking Restored

Meeting Accomplished

Meeting Not Successful

Number Change Created

Order Confirmed

Order Restored

Create Booking Export

Create Statistics Inbound Export

Create Order Export

Create Statistics Process Export

Create Statistics Workflow Export

Edit Number Status by Number Id

Create Number Export

Find Descendants Workflows by Workflow Id

Find Order by Order Id

Find User by User Id

Search Booking IDs

Search Number IDs

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About CallMaker

Related categories

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates