CMS Max + LeadConnector
Create new LeadConnector contacts from new CMS Max orders
Improve your lead management process with this streamlined workflow. When a new order is submitted inside the CMS Max platform, it creates or updates a contact within the LeadConnector system. This ensures your leads are always up to date, eliminating manual data entry and enhancing efficiency. Experience seamless interaction between your CMS and lead management system, saving time and ensuring accurate data.
Improve your lead management process with this streamlined workflow. When a new order is submitted inside the CMS Max platform, it creates or updates a contact within the LeadConnector system. This ensures your leads are always up to date, eliminating manual data entry and enhancing efficiency. Experience seamless interaction between your CMS and lead management system, saving time and ensuring accurate data.
- When this happens...New Order Submitted
Triggers when a new eCommerce order is submitted.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
New Order Submitted
Triggers when a new eCommerce order is submitted.
Try ItFirst 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
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)
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
