LeadConnector + smartercontact
Export new smartercontact triggers and update opportunities in LeadConnector
Stay on top of your leads by organizing your contacts efficiently. Whenever a new contact is exported from SmarterContact, this workflow will immediately update or add a new opportunity in LeadConnector. With this setup, managing your business contacts and opportunities becomes effortless and efficient. Simplify your lead management process and never miss out on any potential business opportunities.
Stay on top of your leads by organizing your contacts efficiently. Whenever a new contact is exported from SmarterContact, this workflow will immediately update or add a new opportunity in LeadConnector. With this setup, managing your business contacts and opportunities becomes effortless and efficient. Simplify your lead management process and never miss out on any potential business opportunities.
- When this happens...Export Contact Trigger
Triggers when contact is exported.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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TitleRequired
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
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
