LeadConnector + Urable

Create and manage opportunities in LeadConnector when new paid jobs occur in Urable

Streamline your lead management process with this seamless integration. When a job transaction is completed in Urable, this workflow promptly updates or adds a new opportunity in LeadConnector. This automation aids your sales team in promptly channelizing leads, ensuring no opportunity slips through the cracks. Improve your efficiency in handling sales opportunities and enhance your customer relationships with this convenient, time-saving workflow.

When this happens...
Paid Job
Triggers when a job is paid.
TriggerScheduled
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- User
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added in Urable.
Trigger
Scheduled
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- User
Trigger
Scheduled
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- User
Trigger
Scheduled
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- User
Trigger
Scheduled
Try It

- NameRequired
- Type
- Origin
- Photo
- Email
- Label
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Time Zone
- Label
- Phone Number
- Label
- Notes
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

- 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

- User
Trigger
Scheduled
Try It
New or Updated Customer
Triggers when a customer is created or updated in Urable.
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It
- User
Trigger
Scheduled
Try It
- 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 LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Urable

Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

LeadConnector + Urable

Create and manage opportunities in LeadConnector when new paid jobs occur in Urable

Supported triggers and actions

Completed Job

New Customer

New Event

Paid Job

New or Updated Event

Update/Create Customer

Add/Update Contact

Add Lead to Campaign

Add Task

Fulfilled Order

New or Updated Customer

New Job

Paid Order

New or Updated Job

Pipeline Stage Changed

Add/Update Opportunity

Stop All Campaign's for Lead

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Urable

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates