Firepoint CRM + LeadConnector
Create and update LeadConnector contacts from new Firepoint CRM leads
Effortlessly keep your leads up-to-date with this time-saving workflow. When new leads are added to Firepoint CRM, they will be automatically updated or created as contacts in LeadConnector. Stay organized and streamline your lead management process with this seamless integration.
Effortlessly keep your leads up-to-date with this time-saving workflow. When new leads are added to Firepoint CRM, they will be automatically updated or created as contacts in LeadConnector. Stay organized and streamline your lead management process with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created in Firepoint.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Lead Status Changed
Triggers when a lead's status changes.
Try ItTag Added
Triggers when a tag is added to a lead.
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
New Lead
Triggers when a new lead is created in Firepoint.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Lead SourceRequired
Phone NumberRequired
Lead TypeRequired
Phone Number Type
Tags
Warnings
Special Notes
Notify Direct Agent Assignee
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
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)
