BetterWorld + LeadConnector
Add or update LeadConnector contacts for new or updated BetterWorld transactions
Manage your contacts efficiently with this streamlined workflow. When a transaction is new or updated within the BetterWorld app, this workflow ensures that contact information is promptly added or updated in the LeadConnector app. This will help keep your contact records up-to-date and takes care of manually adding or updating information, so you can focus on other important business tasks. Enjoy seamless contact management and improved productivity by using this integration.
Manage your contacts efficiently with this streamlined workflow. When a transaction is new or updated within the BetterWorld app, this workflow ensures that contact information is promptly added or updated in the LeadConnector app. This will help keep your contact records up-to-date and takes care of manually adding or updating information, so you can focus on other important business tasks. Enjoy seamless contact management and improved productivity by using this integration.
- When this happens...New or Updated Transaction
Triggers when a transaction is newly created or updated.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New or Updated Campaign
Triggers when a campaign is newly created or updated.
Try ItNew or Updated Transaction
Triggers when a transaction is newly created or updated.
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
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)
New or Updated Supporter
Triggers when a supporter is newly created or updated.
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
Phone Number
Email
First Name
Last Name
Full Name
