InsuranceXDate + LeadConnector
InsuranceXDate + LeadConnector
InsuranceXDate + LeadConnector integrations
Add or update contacts in LeadConnector when new company flags are created in InsuranceXDate
Data entry cutting into your sales process? This integration can help, automatically adding or updating a contact in LeadConnector when you save a business on InsuranceXDate, getting prospects into your pipeline faster with more time to dedicate to sales activity.
- When this happens...New Company FlagsTriggers when a new company flag is created.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with InsuranceXDate and LeadConnector
Discover other triggers and actions you can use with InsuranceXDate and LeadConnector
- Save
- Contacted
- Quoting
- Written
- Nextyear
- Followup
- Appt
Try ItTriggerInstant- UidRequired
ActionSearch- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite
- UidRequired
ActionSearch- NameRequired
- AddressRequired
- StateRequired
ActionSearch- 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
ActionWrite- 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)
ActionWrite
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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