Funnelish + LeadConnector
Update LeadConnector contacts with new Funnelish orders
Boost your lead management process with this Funnelish and LeadConnector workflow. When a new order is placed in Funnelish, contact information is effortlessly transferred to LeadConnector. This seamless process not only alleviates the need for manual data entry but also ensures swift follow-ups, empowering you to nurture client relationships efficiently. Harness the power of automation to make your sales process more effective and tailored.
Boost your lead management process with this Funnelish and LeadConnector workflow. When a new order is placed in Funnelish, contact information is effortlessly transferred to LeadConnector. This seamless process not only alleviates the need for manual data entry but also ensures swift follow-ups, empowering you to nurture client relationships efficiently. Harness the power of automation to make your sales process more effective and tailored.
- When this happens...New Order
Triggers when a new order is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Funnel ID
Step ID
Event
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
Phone Number
Email
First Name
Last Name
Full Name
FunnelRequired
Funnel Step (optional)
Try ItFirst 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)
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
