ISN + LeadConnector
Schedule orders in ISN and add or update contacts in LeadConnector
Effortlessly manage your contacts when an order is scheduled in the ISN app. With this workflow, your scheduled orders will result in the seamless creation or updating of contacts in the LeadConnector app. This integration helps you maintain updated contact information and ensures the smooth expansion of your client base.
Effortlessly manage your contacts when an order is scheduled in the ISN app. With this workflow, your scheduled orders will result in the seamless creation or updating of contacts in the LeadConnector app. This integration helps you maintain updated contact information and ensures the smooth expansion of your client base.
- When this happens...Order Scheduled
Triggers when an order has been scheduled.
- 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
