Add new Popl leads for your team to LeadConnector as contacts
When a new lead is added in the Popl app for your team, the same information gets reflected in the LeadConnector app with this workflow. By eradicating manual data transfer, it boosts your team productivity and ensures no leads fall through the cracks. Keep your contact information up-to-date and manage your leads more effectively.
When a new lead is added in the Popl app for your team, the same information gets reflected in the LeadConnector app with this workflow. By eradicating manual data transfer, it boosts your team productivity and ensures no leads fall through the cracks. Keep your contact information up-to-date and manage your leads more effectively.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Lead TypeRequired
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
Lead TypeRequired
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