GoTo Connect + LeadSimple

Create new LeadSimple leads when GoTo Connect calls end

When you finish an incoming call on GoTo Connect, this workflow initiates the process to create a new lead in LeadSimple. This seamless interaction takes the information from your completed calls and transforms them into potential business opportunities, streamlining your sales process, and boosting your productivity. By linking your phone communication with your lead management, it ensures you never miss out on a potential customer.

When this happens...
Incoming Call Ended
Triggers when an incoming call ended.
TriggerScheduled
automatically do this!
Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
ActionWrite

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Supported triggers and actions

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
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- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Scheduled
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- Organization ID
- Owner NumberRequired
- Contact NumberRequired
- Message BodyRequired
Action
Write
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
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Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
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Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
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Process Created
Triggers when a new process is created.
Trigger
Instant
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Task Completed
Triggers when a task is completed.
Trigger
Instant
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- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- LeadRequired
- Note TextRequired
- Created At
Action
Write
- ProcessRequired
- Note TextRequired
- Created At
Action
Write
- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- SearchRequired
Action
Search
- Process Type
- SearchRequired
Action
Search
- PropertyRequired
- SearchRequired
Action
Search
- IDRequired
Action
Search

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- ExtensionRequired
Trigger
Scheduled
Try It
Call Completed
Triggers when a new call is completed.
Trigger
Instant
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Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
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Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
Try It
Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- ConversationRequired
- TagRequired
Action
Write
- ConversationRequired
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- PipelineRequired
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- IDRequired
Action
Search

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Related categories

Communication

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create new LeadSimple calls when outgoing calls end on GoTo Connect

Related Zap Templates

Create new LeadSimple calls when outgoing calls end on GoTo Connect

GoTo Connect + LeadSimple

Create new LeadSimple leads when GoTo Connect calls end

All Direction Call Ended

Outgoing Call Ended

SMS Sent

Send SMS

Lead Changes Pipeline

Lead Changes Tags

Lead Opens Email

Inbound Conversation Created

Process Changes Stage

Process Created

Task Completed

Create Call

Create Lead Note

Create Process Note

Update Contact

Update Lead

Update Property

Search Contact

Search Process

Search Unit

Get Lead

Incoming Call Ended

SMS Received

Voicemail Received

Call Completed

Lead Changes Stage

Lead Created

Lead Is Reassigned

Outbound Conversation Created

Process Changes Tags

Process Reassigned

Task Created

Create Lead

Create Process

Tag Conversation

Update Conversation

Update Process

Update Unit

Search Lead

Search Property

Search User

Get Process

About GoTo Connect

Related categories

About LeadSimple

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates