EZ Texting + LeadConnector
Update contacts in EZ Texting when pipeline stages change in LeadConnector
Effortlessly maintain your contact list with this workflow. Whenever a change occurs in the lead stage within LeadConnector, it will instantly update or create a new contact within EZ Texting. This streamlined process not only saves time but ensures that your communications are always targeted and relevant. Simple and effective, this automation will streamline your lead management and text messaging tasks seamlessly.
Effortlessly maintain your contact list with this workflow. Whenever a change occurs in the lead stage within LeadConnector, it will instantly update or create a new contact within EZ Texting. This streamlined process not only saves time but ensures that your communications are always targeted and relevant. Simple and effective, this automation will streamline your lead management and text messaging tasks seamlessly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Contact
Creates or updates a Contact if already exists
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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
New Inbound Text
Triggers when a new inbound text received.
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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)
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
New Keyword Opt In
Triggers when a new keyword opt in received.
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