Overview

Lead Liaison's integration with Customer Relationship Management (CRM) systems allows our platform to incorporate CRM events into a marketers workflow when creating Automation Campaigns for lead nurturing, lead scoring, lead grading, segmentations and more. 

Lead is Converted

• Description = Executes when a Lead is converted to a Contact in a CRM. 
• Example = When a Lead is Converted to a contact notify a sales person via an email alert. 
• Operators: None. When this Future Event / Trigger is added it continuously monitors the CRM for this change. 
• Screenshot: Below

Lead is Synced

• Description = Executes when a prospect in Lead Liaison is synced to a Lead in a CRM. Sync could be done manually or automatically.  
• Example = When a Lead is manually synced from the Visitors page to the CRM then execute this Trigger. 
• Operators: None. When this Future Event / Trigger is added it continuously monitors the CRM for this event. 
• Screenshot: Below