LeadConnector + Repsly

Create new LeadConnector contacts from updated Repsly forms with details

Elevate your relationship management with this responsive workflow. When you collect new information in Repsly, the system effortlessly updates or adds contacts in LeadConnector. This direct connection saves you time and helps you manage your leads efficiently. Enjoy a streamlined process that enhances your productivity while maintaining up-to-date records with minimal effort.

When this happens...
New Form With Details
Triggers when a new form is created.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- Choose an AuditRequired
Trigger
Polling
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New Client With Details
Triggers when a new client is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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New Schedule
Triggers when a new schedule is created.
Trigger
Polling
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New Visit Start
Triggers when a new visit is created.
Trigger
Polling
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New Workday End
Triggers when representative ends a workday.
Trigger
Polling
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- CodeRequired
- NameRequired
- Active
- Tag
- Territory
- Representative Code
- Representative Name
- Street Address
- Zip
- ZIP Ext.
- City
- State
- Country
- Email
- Phone
- Mobile
- Website
- Contact Name
- Contact Title
- Note
- Status
Action
Write

- 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

New Client Status Change
Triggers when a client status is updated.
Trigger
Polling
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- Choose a FormRequired
Trigger
Polling
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New Item in Order
Triggers when a new order item is added to order. Returns order items with full headers.
Trigger
Polling
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New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Polling
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New Visit End
Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
Trigger
Polling
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New Workday Start
Triggers when representative starts a new workday.
Trigger
Polling
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- CodeRequired
- NameRequired
- Product Group Code
- Product Group Name
- ActiveRequired
- Tag
- Unit PriceRequired
- Ean
- Note
Action
Write
- 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 Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

LeadConnector + Repsly

Create new LeadConnector contacts from updated Repsly forms with details

Supported triggers and actions

New Audit With Items

New Client With Details

New Order

New Schedule

New Visit Start

New Workday End

Create Client

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

New Client Status Change

New Form With Details

New Item in Order

New Missed Schedule

New Visit End

New Workday Start

Create Product

Add/Update Contact

Add Lead to Workflow

Add Task

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Repsly

Related categories

Similar apps

Zapier Interfaces