LeadConnector + Otter.ai
Create and manage LeadConnector contacts from new Otter.ai recordings
Keep your contacts in LeadConnector updated in real time with this useful workflow. Every time you create a new recording in Otter.ai, this automation will instantly add or update a contact in LeadConnector. Streamline your process, removing the need for manual data entry and save valuable time, ensuring all your leads are kept up-to-date and reachable.
Keep your contacts in LeadConnector updated in real time with this useful workflow. Every time you create a new recording in Otter.ai, this automation will instantly add or update a contact in LeadConnector. Streamline your process, removing the need for manual data entry and save valuable time, ensuring all your leads are kept up-to-date and reachable.
- When this happens...New Recording
Triggers when a new recording is available in Otter
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Recording
Triggers when a new recording is available in Otter
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
FileRequired
NameRequired
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
