Create new LeadConnector contacts for every new lead in Showcase IDX
Effortlessly manage your contacts with this smart workflow. Whenever a new lead appears in the Showcase IDX platform, this workflow will effortlessly update or appropriately add that contact to your LeadConnector app. This automation ensures that your contact list remains updated, saving you time and allowing for more efficient lead management.
Effortlessly manage your contacts with this smart workflow. Whenever a new lead appears in the Showcase IDX platform, this workflow will effortlessly update or appropriately add that contact to your LeadConnector app. This automation ensures that your contact list remains updated, saving you time and allowing for more efficient lead management.
- When this happens...New Lead
Triggers when a lead registers their account.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead
Triggers when a lead registers their account.
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
New Message
Triggers when a message is sent by a lead.
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