Create or update LeadConnector contacts with new Showcase IDX messages
When a new message comes through on Showcase IDX, you would usually have to manually transfer this data over to LeadConnector. Eliminate this redundancy with this streamlined process. As soon as a new message comes in on Showcase IDX, the contact information will be instantly added or updated in LeadConnector. This workflow efficiently keeps your contact records up-to-date, allowing you to respond to leads in a timely manner without manual data entry.
When a new message comes through on Showcase IDX, you would usually have to manually transfer this data over to LeadConnector. Eliminate this redundancy with this streamlined process. As soon as a new message comes in on Showcase IDX, the contact information will be instantly added or updated in LeadConnector. This workflow efficiently keeps your contact records up-to-date, allowing you to respond to leads in a timely manner without manual data entry.
- When this happens...New Message
Triggers when a message is sent by a lead.
- 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