Create or update LeadConnector contacts for new Givebutter transactions
Effortlessly maintain your contacts in LeadConnector whenever a new transaction occurs in Givebutter. This automation creates or updates contacts in LeadConnector, ensuring your database stays current and organized. Save time and improve accuracy by streamlining your contact management with this seamless workflow.
Effortlessly maintain your contacts in LeadConnector whenever a new transaction occurs in Givebutter. This automation creates or updates contacts in LeadConnector, ensuring your database stays current and organized. Save time and improve accuracy by streamlining your contact management with this seamless workflow.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
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 Ticket
Triggers when a new ticket is issued.
Try ItUpdated Campaign
Triggers when a campaign is updated.
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