LeadConnector + OwnerRez

Create and manage LeadConnector opportunities when new OwnerRez contacts are created

This workflow activates when a new contact is added in your OwnerRez system, and immediately updates or adds an opportunity in your LeadConnector account. Boost your sales productivity with this swift and efficient process. It offers a seamless transfer of data between the two platforms, ensuring that all opportunities are immediately pursued, enhancing your responsiveness and conversion rates.

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

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Supported triggers and actions

Booking Created
Triggers when a new booking is created or blocked-off is added.
Trigger
Instant
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Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
- Cleaning Date
Action
Write
- Field Definition IDRequired
Action
Write
- Record Type
- TagRequired
Action
Write

Guest Lookup
Finds a guest by ID.
Action
Search
- 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

Booking Updated
Triggers when a booking is changed.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact's information changes.
Trigger
Instant
Try It
- Field Definition IDRequired
- ValueRequired
Action
Write
- Record TypeRequired
- TagRequired
Action
Write
Booking Lookup
Finds a booking by ID.
Action
Search
Property Lookup
Finds a property by ID.
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

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

About OwnerRez

OwnerRez is internationally recognized as a leader in the vacation rental industry for channel management, CRM, PM, accounting, messaging and websites.

Learn more

Related categories

Scheduling & Booking

Related Zap Templates

Create and update contacts in LeadConnector from new OwnerRez contacts

Update and manage contacts in LeadConnector instantly when contacts are updated in OwnerRez

LeadConnector + OwnerRez

Create and manage LeadConnector opportunities when new OwnerRez contacts are created

Supported triggers and actions

Booking Created

Contact Created

Modify Booking

Clear Custom Field

Remove Tag

Guest Lookup

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

Booking Updated

Contact Updated

Set Custom Field

Add Tag

Booking Lookup

Property Lookup

Add/Update Contact

Add Lead to Workflow

Add Task

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About OwnerRez

Related categories

Related Zap Templates

Related Zap Templates