LeadConnector + SumoQuote

LeadConnector + SumoQuote integrations

Update contacts in LeadConnector when new emails are opened in SumoQuote

Ensure no potential leads slip through the cracks with this streamlined workflow. When an email is opened within SumoQuote, this automation swiftly adds or updates the respective contact information in LeadConnector. This not only saves you time but also enhances the accuracy of your lead management process. It's an efficient solution for keeping track of all communications and maintaining up-to-date contact information.

When this happens...
Email OpenedTriggers when an email, sent from SumoQuote, has been opened for the first time.
TriggerInstant
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Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with SumoQuote and LeadConnector

Discover other triggers and actions you can use with SumoQuote and LeadConnector

Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
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Instant
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Report Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
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Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project ID
  Required
- Customer First Name
  Required
- Customer Last Name
- Address
  Required
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write

- PDF Id
  Required
Action
Search
- In Pipeline
  Required
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
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Instant
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Project Created
Triggers when a new SumoQuote project is created.
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Report Signed
Triggers when a Report is signed by all signatories.
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Instant
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- Customer First Name
  Required
- Customer Last Name
- Email
- Phone
- Address Line 1
  Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- Id
  Required
Action
Search
- Search Criteria
- Salesperson Email
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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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

About LeadConnector

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

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Marketing Automation

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About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

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Related categories

Proposal & Invoice Management

Related Zap Templates

Create projects in SumoQuote when pipeline stages change in LeadConnector