LeadConnector + tl;dv
Add new tl;dv notes to LeadConnector as updated contacts
Save time and stay organized with tl;dv and LeadConnector by leveraging this efficient workflow. Whenever a note is added in the tl;dv app, this automation updates or adds the relevant contact details in the LeadConnector app. Ideal for individuals or businesses seeking seamless contact management, this process ensures all your important information stays updated and easily accessible, without the need for manual data entry.
Save time and stay organized with tl;dv and LeadConnector by leveraging this efficient workflow. Whenever a note is added in the tl;dv app, this automation updates or adds the relevant contact details in the LeadConnector app. Ideal for individuals or businesses seeking seamless contact management, this process ensures all your important information stays updated and easily accessible, without the need for manual data entry.
- When this happens...Note Added
Triggers when a new note has been added or generated.
- 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)
