LeadConnector + Mailbox Power
Update and manage contacts in Mailbox Power when stages change in LeadConnector
Streamline your contact management with this convenient workflow. Once a lead moves to a different stage in LeadConnector, it seamlessly updates or creates a new entry on your Mailbox Power app. This ensures all your contact information is easily updated without the need for manual entry, ultimately leading to improved efficiency and productivity.
Streamline your contact management with this convenient workflow. Once a lead moves to a different stage in LeadConnector, it seamlessly updates or creates a new entry on your Mailbox Power app. This ensures all your contact information is easily updated without the need for manual entry, ultimately leading to improved efficiency and productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.
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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
Address Book GroupRequired
Try It
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
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)
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
Contact Scans QR Code
Triggers when a contact receives one of your mailpieces and scans the Image Auto Merge QR code printed on your mailpiece.
Try It
