Add new Happierleads leads to a LeadConnector campaign
Boost the efficiency of your lead management process with this automation. When a new lead is added in Happierleads, it promptly gets included in a campaign in LeadConnector. This workflow saves you the time of manually transferring information, ensuring no lead goes unnoticed or unattended, thus helping you optimize your marketing efforts.
Boost the efficiency of your lead management process with this automation. When a new lead is added in Happierleads, it promptly gets included in a campaign in LeadConnector. This workflow saves you the time of manually transferring information, ensuring no lead goes unnoticed or unattended, thus helping you optimize your marketing efforts.
- When this happens...New Lead
Triggers when a new lead is Identified by Happierleads.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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- 14 day trial for premium features & apps
New Lead
Triggers when a new lead is Identified by Happierleads.
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
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
Phone Number
Email
First Name
Last Name
Full Name