LeadConnector + RepCard
Update LeadConnector contacts when RepCard statuses change
Ensure your sales team is always updated with the latest leads information with this workflow. When a status change occurs in RepCard, it instantly updates or adds the contact details in LeadConnector. This process ensures your team never misses out on vital leads or changes, enhancing your sales process and customer management effectively. Harness the power of this seamless data transfer to keep your lead pipeline robust and updated.
Ensure your sales team is always updated with the latest leads information with this workflow. When a status change occurs in RepCard, it instantly updates or adds the contact details in LeadConnector. This process ensures your team never misses out on vital leads or changes, enhancing your sales process and customer management effectively. Harness the power of this seamless data transfer to keep your lead pipeline robust and updated.
- When this happens...Status Changed
Triggers when a status is changed for a contact.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
