LeadConnector + Seamless.AI
Create tasks in LeadConnector for new contacts in Seamless.AI
No good SDR or BDR stops after one email or phone call. The sales cycle takes time, and you want to ensure no follow-up task slips through the cracks. With this Zap, you can automatically add new contacts from Seamless.AI to LeadConnector, and create tasks to remind you to follow up with each contact.
No good SDR or BDR stops after one email or phone call. The sales cycle takes time, and you want to ensure no follow-up task slips through the cracks. With this Zap, you can automatically add new contacts from Seamless.AI to LeadConnector, and create tasks to remind you to follow up with each contact.
- When this happens...New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
- automatically do this...Add/Update Contact
Adds or updates an existing contact.
- then do this!Add Task
Adds a task to the account.
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Lists
Company Industry
Company Size
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
Phone Number
Email
First Name
Last Name
Full Name
Lists
Email
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
Date of Birth
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)
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
