LeadConnector + SALT
Update and manage new contacts in LeadConnector from SALT seamlessly
Effortlessly manage your leads with this workflow. When a new contact is added in the SALT app, the same information is seamlessly moved to the LeadConnector app. Enhance productivity and ensure no leads slip through the cracks with this time-saving setup. This process not only reduces manual entry but also ensures consistent data across your platforms.
Effortlessly manage your leads with this workflow. When a new contact is added in the SALT app, the same information is seamlessly moved to the LeadConnector app. Enhance productivity and ensure no leads slip through the cracks with this time-saving setup. This process not only reduces manual entry but also ensures consistent data across your platforms.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Contact
Triggers when a contact is created.
Try ItForm Progress
Triggers when a prospect moves forward on a SALT form.
Try ItSubmission Complete
Triggers when a prospect completes a form submission.
Try ItDocument Upload
Triggers when a document is uploaded to a submission.
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Contact Updated
Triggers when a contact is updated.
Try ItSubmission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Try ItSubmission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Try ItSubmission Sent To Rater
Triggers when a submission is sent to the agency's comparative rater.
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