Connecteam + LeadConnector

Create and manage LeadConnector opportunities with new Connecteam form submissions

Streamline your lead management process with this automation. Once a new form is completed in Connecteam, it instantly updates or adds an opportunity in LeadConnector, ensuring that no potential lead is missed out on. This efficient workflow optimizes your lead generation and management, saving valuable time and resources.

When this happens...
New Form Submission
Triggers when a new form submission is created.
TriggerScheduled
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Scheduled
Try It
New User
Triggers when a new user is added.
Trigger
Scheduled
Try It
- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
Action
Write
- TitleRequired
- Description
- Address
- Users or Groups
- Color
- Associated SchedulerRequired
Action
Write
- SchedulerRequired
- Shift titleRequired
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write

- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
Action
Write
- Schedule IDRequired
- Shift IDRequired
Action
Write

- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Form NameRequired
Action
Search
- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
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
- CampaignRequired
- 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

- Scheduler IDRequired
Trigger
Scheduled
Try It
- Archive by phone numberRequired
- User ID
- Phone Number
Action
Write
- Time ClockRequired
- Assigned UserRequired
- Timezone
Action
Write
- Associated SchedulerRequired
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
Action
Write
- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
Action
Write
- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
Action
Write
- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
Action
Write
- Job Name
- Job ID
Action
Search
- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
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