CRM Web App + LeadConnector

Add new CRM Web App clients to LeadConnector as updated contacts

Boost your lead management process with this savvy automation. When a new client is added in your CRM Web App, it initiates a workflow to update or add their contact details in the LeadConnector app. It’s an efficient way to ensure your lead information is always accurate and up-to-date. Harness this workflow to save time and improve data consistency in your lead management process.

When this happens...
New Client
Triggers when a new client is added or when an existing client is assigned as a client.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Trigger
Instant
Try It
New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
Action
Write
- First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
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

New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web address
- Related To
- Social Security
- DOB
Action
Write
- 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

About CRM Web App

CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.