BrokerSpot + LeadConnector
Manage new BrokerSpot leads by adding or updating contacts in LeadConnector
When a new lead is captured in BrokerSpot, this workflow ensures that the lead's details are promptly created or updated in the LeadConnector system. This process ensures your contacts remain up-to-date, reducing the time and effort required for manual data entry. Perfect for brokers and agents seeking to streamline their lead management tasks.
When a new lead is captured in BrokerSpot, this workflow ensures that the lead's details are promptly created or updated in the LeadConnector system. This process ensures your contacts remain up-to-date, reducing the time and effort required for manual data entry. Perfect for brokers and agents seeking to streamline their lead management tasks.
- When this happens...New Lead
Triggers when a New Lead is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead
Triggers when a New Lead is created.
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)
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
