Add new Pointerpro survey responses as contacts in LeadConnector
Effortlessly manage your leads with this streamlined workflow between Pointerpro and LeadConnector. When a new survey response is received in Pointerpro, this automation will update or create a new contact in LeadConnector, ensuring your sales team always has up-to-date information on potential clients. Spend less time manually inputting data and more time focusing on closing deals with this efficient process.
Effortlessly manage your leads with this streamlined workflow between Pointerpro and LeadConnector. When a new survey response is received in Pointerpro, this automation will update or create a new contact in LeadConnector, ensuring your sales team always has up-to-date information on potential clients. Spend less time manually inputting data and more time focusing on closing deals with this efficient process.
- When this happens...New Survey Response
Triggers when a new survey response is submitted.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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SurveyRequired
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
First NameRequired
Last NameRequired
EmailRequired
Personal ID
Do Not Mail
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
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