LeadConnector + Sawyer Tools
Create and manage contacts in LeadConnector for each new client in Sawyer Tools
Stay on top of your lead management by instantly adding new clients from Sawyer Tools directly into the LeadConnector app. This workflow ensures that when new clients join through Sawyer Tools, they are swiftly added or updated in LeadConnector as contacts, helping you streamline your process and stay organized. Benefit from a seamless integration that gives you more time to focus on nurturing connections, and less time managing lists.
Stay on top of your lead management by instantly adding new clients from Sawyer Tools directly into the LeadConnector app. This workflow ensures that when new clients join through Sawyer Tools, they are swiftly added or updated in LeadConnector as contacts, helping you streamline your process and stay organized. Benefit from a seamless integration that gives you more time to focus on nurturing connections, and less time managing lists.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Booking
Triggers when a new booking is created.
Try ItNew Free Trial Booking
Triggers when a new free trial booking is created.
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
New Client
Triggers when a new client is created.
Try ItNew Order
Triggers when a customer places an order in your account.
Try ItFirst 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)
