LeadConnector + youengage
Update LeadConnector contacts with new youengage results
Simplify your lead management process with this workflow. When there's a new result in YouEngage, it will be instantly added or updated as a contact in LeadConnector. Easy and efficient, this automation eliminates manual data entry, keeping your customer information up-to-date and accessible at the heart of your company.
Simplify your lead management process with this workflow. When there's a new result in YouEngage, it will be instantly added or updated as a contact in LeadConnector. Easy and efficient, this automation eliminates manual data entry, keeping your customer information up-to-date and accessible at the heart of your company.
- When this happens...New Result
Triggers when a user completes your project.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Project's nameRequired
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
