LeadConnector + tl;dv
Add new tl;dv recordings to LeadConnector as updated contacts
Keep your lead management in LeadConnector up-to-date efficiently whenever a new recording is added in tl;dv. With this workflow, every time a recording is added in tl;dv, it will update or create a new contact in LeadConnector. This way, you can easily manage your contacts and save time on manual data entry.
Keep your lead management in LeadConnector up-to-date efficiently whenever a new recording is added in tl;dv. With this workflow, every time a recording is added in tl;dv, it will update or create a new contact in LeadConnector. This way, you can easily manage your contacts and save time on manual data entry.
- When this happens...Recording Added
Triggers when a new recording is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Note tags
Try ItTranscript Added
Triggers when a new transcript is created.
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
Recording Added
Triggers when a new recording is created.
Try ItRecording nameRequired
Recording file or recording download URLRequired
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)
