assignX + LeadConnector
Update contacts in LeadConnector when lead stages are updated in assignX
Stay up-to-date with your assignX leads effortlessly. Whenever there's an update to a lead stage in assignX, this workflow ensures the same update reflects in the LeadConnector app swiftly. This process not only keeps your data consistent across platforms but also frees you from the repetitive task of manual contact updates, letting you focus more on nurturing your leads.
Stay up-to-date with your assignX leads effortlessly. Whenever there's an update to a lead stage in assignX, this workflow ensures the same update reflects in the LeadConnector app swiftly. This process not only keeps your data consistent across platforms but also frees you from the repetitive task of manual contact updates, letting you focus more on nurturing your leads.
- When this happens...Lead Stage Updated
Triggers when a lead stage updated.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Smartsheet ListRequired
PipelineRequired
Stage(s)Required
Try ItSmartsheets ListRequired
Pipeline
Stage
First Name
Last Name
Phone NumberRequired
Email
Address
Notes
Tag
Appointment Date And Time
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
Workflow IDRequired
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)
Smartsheets ListRequired
Full NameRequired
PhoneRequired
PipelineRequired
Agent(s)Required
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
