iubenda + LeadConnector
Create new iubenda consents when lead connector stages change
Keep your privacy compliance streamlined when you make updates in LeadConnector. With this workflow, every time there's a change in your pipeline stage in LeadConnector, a new consent document is then generated in iubenda. This ensures you maintain up-to-date consent records for each stage of your customer journey, enhancing your compliance efforts and saving you time on manual entries.
Keep your privacy compliance streamlined when you make updates in LeadConnector. With this workflow, every time there's a change in your pipeline stage in LeadConnector, a new consent document is then generated in iubenda. This ensures you maintain up-to-date consent records for each stage of your customer journey, enhancing your compliance efforts and saving you time on manual entries.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a New Consent
This action will create a new consent in the iubenda Consent Solution. The new consent automatically creates a new subject, available in the relative section of the dashboard. Each consent action contains all the information necessary to uniquely identify that specific consent, the subject who performed it, the preferences expressed with that consent, the legal notices the user has accepted, the proof (e.g. the form the user was presented with). If you're trying to edit the preferences of an existing subject, use the "Update a subject" action instead.
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In 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
Date and Time
EmailRequired
First Name
Last Name
Full Name
Verified
Content
Form
Consent to Privacy Policy
Consent to Newsletter
Consent to Terms and Conditions
Consent to Marketing
IP address
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
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Subject IDRequired
EmailRequired
Consent to Privacy Policy
Consent to terms and Conditions
Consent to Newsletter
Consent to Marketing
