Grain + LeadConnector

Add new Grain recordings to update contacts in LeadConnector

Instantly keep your contacts up-to-date in LeadConnector with this useful workflow. Whenever a new recording is added in Grain, this automation immediately updates or adds the contact information in LeadConnector. This helps in streamlining your client communication and ensures you don't miss out on any vital updates or interactions. No more manual data entry or duplicated efforts; ensure seamless contact management with this workflow.

When this happens...
Recording Added
Triggers when a recording matching the filter is added.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- FiltersRequired
Trigger
Instant
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- FiltersRequired
Trigger
Instant
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- FiltersRequired
Trigger
Instant
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- FiltersRequired
Trigger
Instant
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- FiltersRequired
Trigger
Instant
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- Recording IDRequired
- Transcript Format
- Intelligence Notes Format
- Notes to include separated with commas. Example: "key points,summary". Leave blank to include all notes.
Action
Search
- 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
Action
Write

- Workflow IDRequired
- 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)
Action
Write
- 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
Action
Write

- FiltersRequired
Trigger
Instant
Try It
- FiltersRequired
Trigger
Instant
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- FiltersRequired
Trigger
Instant
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- FiltersRequired
Trigger
Instant
Try It
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write