Fieldnotes + LeadConnector
Update or add contacts in Fieldnotes when pipeline stages change in LeadConnector
With this workflow, when a lead's stage is modified in LeadConnector, it will seamlessly update or create a new contact in Fieldnotes. This automation keeps your contacts up to date and ensures you have the most recent, pertinent information at your fingertips. Gain efficiency and minimize the possibility of errors or data loss by streamlining manual data updating tasks.
With this workflow, when a lead's stage is modified in LeadConnector, it will seamlessly update or create a new contact in Fieldnotes. This automation keeps your contacts up to date and ensures you have the most recent, pertinent information at your fingertips. Gain efficiency and minimize the possibility of errors or data loss by streamlining manual data updating tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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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 AI Status
Triggers when AI status of the contact is changed.
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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
CampaignRequired
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
Time Duration (minutes)
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