Formstack Documents + LeadConnector
Create new LeadConnector contacts from new Formstack Documents merged documents
Start streamlining your lead management process with this efficient workflow. Whenever a new merged document is created in Formstack Documents, it will add or update a contact in LeadConnector. This ensures your lead information stays current and accurate, saving you valuable time and minimizing potential data errors. Experience a seamless connection between your document management and lead generation efforts.
Start streamlining your lead management process with this efficient workflow. Whenever a new merged document is created in Formstack Documents, it will add or update a contact in LeadConnector. This ensures your lead information stays current and accurate, saving you valuable time and minimizing potential data errors. Experience a seamless connection between your document management and lead generation efforts.
- When this happens...New Merged Document
Triggers when a merged/populated document is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Merged Document
Triggers when a merged/populated document is created.
Try ItFileRequired
DocumentRequired
Download File
In PipelineRequired
Moved to Stage
Try It
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
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
