LeadConnector + SALT

Update and manage new contacts in LeadConnector from SALT seamlessly

Effortlessly manage your leads with this workflow. When a new contact is added in the SALT app, the same information is seamlessly moved to the LeadConnector app. Enhance productivity and ensure no leads slip through the cracks with this time-saving setup. This process not only reduces manual entry but also ensures consistent data across your platforms.

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

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Supported triggers and actions

New Contact
Triggers when a contact is created.
Trigger
Instant
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Form Progress
Triggers when a prospect moves forward on a SALT form.
Trigger
Instant
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Submission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Trigger
Instant
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Submission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Trigger
Instant
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Submission Sent to Rater
Triggers when a submission is sent to the agency's comparative rater.
Trigger
Instant
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Submission Tag Change
Triggers when a submission's tags are changed.
Trigger
Instant
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- 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

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Rater Confirmation
Triggers when SALT has received a response from the rater
Trigger
Instant
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Submission Complete
Triggers when a prospect completes a form submission.
Trigger
Instant
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Document Upload
Triggers when a document is uploaded to a submission.
Trigger
Instant
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Submission Status Change
Triggers when a submission's status is changed.
Trigger
Instant
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- Submission IDRequired
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