Jills Office + LeadConnector
Create or update LeadConnector contacts from new action items in Jill's Office
Anytime a call is answered by a Jill's Office receptionist and information is collected for the caller, a matching Go High Level (LeadConnector) contact will be added or updated automatically.
Anytime a call is answered by a Jill's Office receptionist and information is collected for the caller, a matching Go High Level (LeadConnector) contact will be added or updated automatically.
- When this happens...New Action Item
Triggers when a new action item is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Action Item
Triggers when a new action item is created.
Try ItFirst Name
Last Name
Email
Phone NumberRequired
SourceRequired
More information
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
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)
New Contact
Triggers when a new contact is created.
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
