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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.

  1. When this happens...
    LeadBookerLeadBooker
    New Lead

    Triggers when a new lead is created in your LeadBooker app.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    Action
    Write
    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
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About LeadBooker

LeadBooker is an advanced version of 30 years of lead managing knowledge.

Related categories

  • Scheduling & Booking
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

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