LeadBooker + LeadConnector integrations
Add/update contacts in LeadConnector for new leads in LeadBooker
Use this workflow if you're looking to streamline your sales process. When a new lead is registered in LeadBooker, the workflow will swiftly add or update the contact details in LeadConnector. This ensures that your customer information stays consistent, updated, and manageable between both applications with minimal manual input, helping to speed up your sales process.
- When this happens...New LeadTriggers when a new lead is created in your LeadBooker app.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with LeadBooker and LeadConnector
Discover other triggers and actions you can use with LeadBooker and LeadConnector
- SiteRequired
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
- SiteRequired
- First Name
- Last Name
- Middle Name
- Email
- Email Secondary
- Phone
- Phone Secondary
- Address
- Street
- City
- Postcode
- State
- Country
- Birth Date
- Gender
- Title
- Notes
- Comments
- Next Followup
- Listing ID
- Listing Address
- Bathrooms
- Bedrooms
- Unit Number
- Home Type
- Marital Status
- Wedding Anniversary
- Religion
ActionWrite- 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- 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
ActionWrite
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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