Insiteful + LeadConnector
Create and manage LeadConnector contacts from new Insiteful leads
Effortlessly manage your leads with this workflow. When a new lead is generated in Insiteful, it results in an immediate addition or an update to a contact in your LeadConnector app. This means you'll be able to keep up with the latest opportunities without missing any crucial details – streamlining your lead management process. Use this workflow and spend less time on manual updates, and more on nurturing your leads.
Effortlessly manage your leads with this workflow. When a new lead is generated in Insiteful, it results in an immediate addition or an update to a contact in your LeadConnector app. This means you'll be able to keep up with the latest opportunities without missing any crucial details – streamlining your lead management process. Use this workflow and spend less time on manual updates, and more on nurturing your leads.
- When this happens...New Lead
Triggers when a new lead (partial form submission with contact data) is detected & captured by Insiteful.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Website Domain
Form Selector
Form URL
Try ItWebsite DomainRequired
Try ItURL
Domain
Selector
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
Website Domain
Form URL
Form Selector
Lead ID
Form ID
Try ItDomainRequired
Email
Phone
Form ID
Get Details?
Get Form Entries?
Abandons Only?
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
