Create or update LeadConnector contacts when new leads or lead activities occur in Luxury Presence
Stay on top of your high-end lead management process with this unbeatable solution. The instant a lead or lead activity is detected in Luxury Presence, it triggers an immediate update or addition of a contact in LeadConnector. Easily maintaining the flow of information, this workflow ensures no potential opportunities are missed, streamlining your ongoing lead management activities with precision.
Stay on top of your high-end lead management process with this unbeatable solution. The instant a lead or lead activity is detected in Luxury Presence, it triggers an immediate update or addition of a contact in LeadConnector. Easily maintaining the flow of information, this workflow ensures no potential opportunities are missed, streamlining your ongoing lead management activities with precision.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItFirst 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
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
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