Inperson + LeadConnector
Export new connections from Inperson and update contacts in LeadConnector
Streamline your sales process with this efficient workflow. When you export connections from your Inperson app, this tool will instantly update or create a new contact in your LeadConnector app. It's a seamless way to ensure your lead information stays accurate and updated across platforms, boosting your sales team's efficiency and productivity.
Streamline your sales process with this efficient workflow. When you export connections from your Inperson app, this tool will instantly update or create a new contact in your LeadConnector app. It's a seamless way to ensure your lead information stays accurate and updated across platforms, boosting your sales team's efficiency and productivity.
- When this happens...Connections Exported
Triggers when you export your connections in the Inperson app.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Connections Exported
Triggers when you export your connections in the Inperson app.
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
Date of Birth
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)
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
In 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
