LeadConnector + Palaccio
Add new Palaccio leads to LeadConnector as updated contacts
Ensure a smooth and efficient lead management process with this workflow. When a new lead is captured within Palaccio, the contact information is immediately updated or added to the LeadConnector. This seamless process saves time, reduces manual data entry errors and enhances the consistency of your lead follow-ups, making lead handling as painless as possible.
Ensure a smooth and efficient lead management process with this workflow. When a new lead is captured within Palaccio, the contact information is immediately updated or added to the LeadConnector. This seamless process saves time, reduces manual data entry errors and enhances the consistency of your lead follow-ups, making lead handling as painless as possible.
- When this happens...New Lead
Triggers when a New Lead is captured.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead
Triggers when a New Lead is captured.
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
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
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
