ConvertCalculator + LeadConnector
Update contacts in LeadConnector with new submissions from ConvertCalculator
Capture customer information swiftly and simply every time a new submission is made in ConvertCalculator. This automation will add or update the contact in your LeadConnector tool, ensuring no essential data falls through the cracks. Perfect for businesses aiming to streamline their data collection and lead management process, this workflow offers a straightforward solution to managing your customer details.
Capture customer information swiftly and simply every time a new submission is made in ConvertCalculator. This automation will add or update the contact in your LeadConnector tool, ensuring no essential data falls through the cracks. Perfect for businesses aiming to streamline their data collection and lead management process, this workflow offers a straightforward solution to managing your customer details.
- When this happens...New Submission
Trigger when a new form submission is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Calculator
Trigger when a new calculator is added.
Try ItIn 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
Phone Number
Email
First Name
Last Name
Full Name
CalculatorRequired
Try ItFirst 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
CampaignRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
