ISN + LeadConnector
Add/update LeadConnector contacts when new ISN orders are signed
Effortlessly manage your contacts in the LeadConnector app when an order is signed in the ISN app. With this workflow, every time an order gets signed in ISN, your contact will be added or updated in LeadConnector, ensuring your database remains accurate and up-to-date. Simplify your contact management process and save time by streamlining your sales pipeline with this seamless automation.
Effortlessly manage your contacts in the LeadConnector app when an order is signed in the ISN app. With this workflow, every time an order gets signed in ISN, your contact will be added or updated in LeadConnector, ensuring your database remains accurate and up-to-date. Simplify your contact management process and save time by streamlining your sales pipeline with this seamless automation.
- When this happens...Order Signed
Triggers when an agreement has been signed.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Order Paid
Triggers when a payment has been received.
Try ItOrder Signed
Triggers when an agreement has been signed.
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)
Order Scheduled
Triggers when an order has been scheduled.
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
