EasyMe + LeadConnector
Add new tagged clients in EasyMe to contacts in LeadConnector
Effortlessly manage your leads by connecting EasyMe and LeadConnector with this workflow. Whenever a new client tag is added in EasyMe, the contact will be automatically added or updated in LeadConnector, ensuring a seamless organization of your leads. Save time and maintain up-to-date contact information with this efficient automation.
Effortlessly manage your leads by connecting EasyMe and LeadConnector with this workflow. Whenever a new client tag is added in EasyMe, the contact will be automatically added or updated in LeadConnector, ensuring a seamless organization of your leads. Save time and maintain up-to-date contact information with this efficient automation.
- When this happens...Client Tag Added
Triggers when a tag is added to a client.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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TagRequired
Try ItE-MailRequired
Name
Phone
PIN/CPR
Description
Address
Double opt-in
Add Tags
Remove Tags
File
File name
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)
TagRequired
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
