Distribute + LeadConnector
Create new LeadConnector contacts from new leads in Distribute
Capture every potential business opportunity efficiently with this streamlined workflow. When a new lead emerges in the Distribute app, the system will promptly update or introduce the contact in the LeadConnector app. It's an effective automatic solution that makes sure no potential customer slips through the cracks, ensuring your business keeps thriving.
Capture every potential business opportunity efficiently with this streamlined workflow. When a new lead emerges in the Distribute app, the system will promptly update or introduce the contact in the LeadConnector app. It's an effective automatic solution that makes sure no potential customer slips through the cracks, ensuring your business keeps thriving.
- When this happens...New Lead
Triggers when lead is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead
Triggers when lead is added.
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
