LeadConnector + PheedLoop

Create new LeadConnector opportunities from newly purchased PheedLoop tickets

Boost your sales processes with this workflow. Whenever a new ticket purchase is made in PheedLoop, an opportunity will be added or updated in LeadConnector. This way, you can keep track of potential leads and ensure that no sales opportunity slips through the cracks. Stay on top of your sales game and enhance your customer relationship management effectively.

When this happens...
New Ticket Purchase
Triggers when a new ticket is purchased for your chosen event.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- EventRequired
Trigger
Instant
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New Member
Triggers when a new member is created for your organization.
Trigger
Instant
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- EventRequired
Trigger
Instant
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Update Member
Triggers when an existing Member is updated. This trigger is fired whenever a Member is updated (including their Attendee profiles) across any of your Organization's events as well.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- About
- Pronouns
- Title
- Attendee's Organization
- Member's Organization
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Country
- Phone
- Internal Code
- Dietary Restrictions
- Accessibility Requirements
- Designations
Action
Write

- EventRequired
- Attendee EmailRequired
Action
Write
- EventRequired
- SessionRequired
- Attendee EmailRequired
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

- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
- EmailRequired
- First NameRequired
- Last NameRequired
- About
- Pronouns
- Tag Codes
- Title
- Member's Organization
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Country
- Phone
- Internal Code
- Dietary Restrictions
- Accessibility Requirements
- Designations
- Send App Welcome Email
- Send Attendee Portal Welcome Email
- Send Virtual Portal Welcome Email
Action
Write
- EventRequired
- Attendee EmailRequired
Action
Write
- Attendee EmailRequired
- First Name
- Last Name
- About
- Pronouns
- Title
- Attendee's Organization
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Country
- Phone
- Internal Code
- Dietary Restrictions
- Accessibility Requirements
- Designations
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