Manage new RevBoss prospect events by updating contacts in LeadConnector
Stay on top of your leads with this efficient workflow. When a prospect event occurs in RevBoss, the details are instantly updated or added as a contact in LeadConnector. This seamless connection saves time, eliminates data entry errors and ensures your sales team always has up-to-date information. Use this automation to streamline your lead management process and never miss a potential client.
Stay on top of your leads with this efficient workflow. When a prospect event occurs in RevBoss, the details are instantly updated or added as a contact in LeadConnector. This seamless connection saves time, eliminates data entry errors and ensures your sales team always has up-to-date information. Use this automation to streamline your lead management process and never miss a potential client.
- When this happens...Prospect Event
Triggers when a Prospect completes a specified event.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Event TypeRequired
Flow
Try ItEmailRequired
Suppression TypeRequired
Title
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)
EmailRequired
SegmentRequired
Company Domain
First Name
Last Name
Middle Name
Nickname
Linkedin Url
Job Title
Phone Number
City
State
Country
Company Name
Company Linkedin Url
Company Size
Company Industry
Company Location
Company Linkedin Id
Company Phone Number
Company City
Company State
Company Country
Company Keywords
Company Annual Revenue
Company Seo Description
Company Number Of Retail Locations
Company Technologies
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