Agentcis + LeadConnector
Manage new Agentcis prospects by adding or updating contacts in LeadConnector
Maintain accurate and up-to-date contact information effortlessly with this smooth workflow. Each new prospect identified in your Agentcis app prompts an immediate change in the LeadConnector app, either adding a new contact or updating existing data. This ensures that your lead management stays efficient, precise and hassle-free, eliminating unnecessary manual entries. Enjoy a more streamlined business process with this routine.
Maintain accurate and up-to-date contact information effortlessly with this smooth workflow. Each new prospect identified in your Agentcis app prompts an immediate change in the LeadConnector app, either adding a new contact or updating existing data. This ensures that your lead management stays efficient, precise and hassle-free, eliminating unnecessary manual entries. Enjoy a more streamlined business process with this routine.
- When this happens...New Prospect
Triggers when a new prospect is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Client
Triggers when a new client is added.
Try ItNew Prospect
Triggers when a new prospect is added.
Try ItIdRequired
Client Identifier
First Name
Last Name
Email
Phone Number
Visa Expiry Date
Preferred Intake
Street
City
State
Zip Code
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
New Lead
Triggers when a new lead is added.
Try ItClient Identifier
First NameRequired
Last NameRequired
EmailRequired
Phone Number
Visa Expiry Date
Preferred Intake
Street
City
State
Zip Code
Assignee
Branch Id
Tags
In PipelineRequired
Moved to Stage
Try ItFirst 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
