ISN + LeadConnector
Update LeadConnector contacts when new orders are paid in ISN
This workflow initiates when an order is paid in the ISN app and seamlessly adds or updates customer details in LeadConnector. Streamline your sales process and improve customer management by ensuring your lead information is updated whenever a payment is made. This automation provides an efficient solution to maintain accuracy and consistency of data across your business platforms.
This workflow initiates when an order is paid in the ISN app and seamlessly adds or updates customer details in LeadConnector. Streamline your sales process and improve customer management by ensuring your lead information is updated whenever a payment is made. This automation provides an efficient solution to maintain accuracy and consistency of data across your business platforms.
- When this happens...Order Paid
Triggers when a payment has been received.
- 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
