LeadConnector + RepCard
Update contacts in RepCard when pipeline stages change in LeadConnector
Streamline your process with this easy-to-implement workflow. When a pipeline stage changes in LeadConnector, it instantly updates the corresponding contact details in RepCard. It efficiently keeps your contact information consistent across platforms without needing manual updates. Enjoy a smoother, more efficient sales process with this quick automation setup.
Streamline your process with this easy-to-implement workflow. When a pipeline stage changes in LeadConnector, it instantly updates the corresponding contact details in RepCard. It efficiently keeps your contact information consistent across platforms without needing manual updates. Enjoy a smoother, more efficient sales process with this quick automation setup.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Contact
This will update a contact in RepCard.
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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
Trigger when any appointment is changed to the status(s) below:Required
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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)
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
Appointment Set
Triggers when a new Appointment is created for any contact.
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