LeadConnector + Process Street

Manage new checked tasks in Process Street by adding or updating contacts in LeadConnector

Boost your contact management efficiency with this simple process. When a task in Process Street is marked as completed, a corresponding contact update or addition occurs in LeadConnector. Minimize manual efforts, ensure timely lead data updates and foster an efficient contact management process.

When this happens...
New Task Checked
Triggers when a task is checked off in a workflow.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- Workflow
Trigger
Instant
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- Data SetRequired
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
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- Data SetRequired
Action
Write
- WorkflowRequired
- Workflow Run IDRequired
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write

- WorkflowRequired
- Workflow RunRequired
- TaskRequired
- Task Status
- Due Date
Action
Write
- Help Copy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- Help Copy
- Workflow Run ID
- WorkflowRequired
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write

- Data SetRequired
Trigger
Instant
Try It
- Data SetRequired
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- WorkflowRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
Action
Search
- Data SetRequired
Action
Search or write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Learn more