LeadConnector + Urable

LeadConnector + Urable integrations

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 JobTriggers when a job is paid.
TriggerPolling
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Urable and LeadConnector

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

- User
Trigger
Polling
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New Customer
Triggers when a new customer is added in Urable.
Trigger
Polling
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- User
Trigger
Polling
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- User
Trigger
Polling
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- User
Trigger
Polling
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- Name
  Required
- 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 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

- User
Trigger
Polling
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New or Updated Customer
Triggers when a customer is created or updated in Urable.
Trigger
Polling
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- User
Trigger
Polling
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- User
Trigger
Polling
Try It
- User
Trigger
Polling
Try It
- In Pipeline
  Required
- 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 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

About LeadConnector

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

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Related categories

Marketing Automation

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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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Create and update opportunities in LeadConnector for new customers in Urable

Add or update LeadConnector contacts when new paid jobs happen in Urable