Lead Forensics + LeadConnector
Lead Forensics + LeadConnector
Manage updated Lead Forensics visits by adding or updating contacts in LeadConnector
Speed up your customer follow-ups by connecting Lead Forensics and LeadConnector. When a new visit is filtered in Lead Forensics, this workflow promptly updates or adds the respective contact in LeadConnector. This streamlines the process, enabling faster customer engagement and quicker responses to potential leads.
- When this happens...New Visit FilteredTriggers when a business meets the criteria of any saved filter (trigger report) in your Lead Forensics portal. Ideal for targeting specific segments, such as high-value prospects or returning customers.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Lead Forensics and LeadConnector
Discover other triggers and actions you can use with Lead Forensics and LeadConnector
- New Contact
Triggers when a new contact is acquired and added to your Lead Forensics portal. Ideal for initiating workflows around fresh leads, such as outreach, enrichment, or CRM updates.
Try ItTriggerInstant - FilterRequired
Try ItTriggerInstant- 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
- New Visit
Triggers when any business visits your website, as tracked in your Lead Forensics portal. Ideal for capturing all inbound traffic, helping you monitor engagement and identify potential leads in real time.
Try ItTriggerInstant - 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- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
