LeadBooker + LeadConnector
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.
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 Lead
Triggers when a new lead is created in your LeadBooker app.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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SiteRequired
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
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
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
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)
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
