Update and add contacts in LeadConnector whenever leads are updated in FLG
Keep your lead management process streamlined and efficient. With this workflow, whenever there's an update to a lead in your FLG app, the contact information will be added or updated in the LeadConnector app. No more manual data entry or tracking changes in multiple places. Embrace this automatic, time-saving solution that keeps your lead information up-to-date across platforms.
Keep your lead management process streamlined and efficient. With this workflow, whenever there's an update to a lead in your FLG app, the contact information will be added or updated in the LeadConnector app. No more manual data entry or tracking changes in multiple places. Embrace this automatic, time-saving solution that keeps your lead information up-to-date across platforms.
- When this happens...Lead Updated
Triggers when a lead is updated.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
In PipelineRequired
Moved to Stage
Try It
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
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