LeadConnector + Read AI
LeadConnector + Read AI
LeadConnector + Read AI integrations
Update LeadConnector contacts when new meeting notes are made in Read AI
Start streamlining your lead management process by seamlessly connecting Read AI with LeadConnector. Whenever new meeting notes are recorded in Read AI, this workflow instantly updates or adds the relevant contact information in LeadConnector. No longer will you have to manually enter information, saving you time and enhancing your organizational efficiency. Stay on top of your leads and never miss an important detail again.
- When this happens...New Meeting NotesTriggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Read AI and LeadConnector
Discover other triggers and actions you can use with Read AI and LeadConnector
- New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItTriggerInstant - 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Read AI
Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search, and recommendations across platforms.
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