Tag active deals for targeted messaging
When a deal stage changes in Leader, automatically apply a strategic tag to the contact in MasterBase to trigger tailored follow-up messages.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Leader Explore Leader →
TriggersFires when a new contact or lead is added to Leader.
Fires when a field on a contact changes in Leader.
Fires when a deal, case or record moves to a new stage in Leader.
Fires when a deal is marked won in Leader.
Creates or updates a contact in Leader.
Creates a new deal in Leader.
Moves a deal or record to a new stage in Leader.
Logs a call, email, or note against a record in Leader.
MasterBase Explore MasterBase →
TriggersFires when a new lead or contact is captured in MasterBase.
Fires when a contact enters an automation in MasterBase.
Fires when a field on a contact changes in MasterBase.
Fires when a contact unsubscribes in MasterBase.
Creates or updates a contact in MasterBase.
Adds a contact to a workflow or campaign in MasterBase.
Sends an email or message to a contact via MasterBase.
Changes a contact's tags in MasterBase.
More Leader + MasterBase workflows
Enroll new CRM leads in marketing campaigns
When a new lead is created in Leader, automatically add them to an onboarding campaign in MasterBase so they receive relevant marketing materials instantly.
See details
Create sales contacts from marketing leads
When a new lead is captured in MasterBase, automatically create a matching contact record in Leader so your sales team can begin outreach.
See details
See all Leader + MasterBase integrations → · Browse the full workflow library →
Common questions
Can Knit build “Tag active deals for targeted messaging” between Leader and MasterBase?
Yes — describe it in the box above and Knit's Integrations Agent researches Leader and MasterBase's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do Leader and MasterBase work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Leader and MasterBase to maintain compliance.