LeadConnector + Simplebooklet
Add or update contacts in LeadConnector for new Simplebooklet activity notifications
Enhance your workflow efficiency with this Simplebooklet to LeadConnector automation. Whenever there's a new activity notification in your Simplebooklet, this workflow swiftly updates or adds a contact in your LeadConnector. Keep your contacts updated and never miss out on important Simplebooklet activities to ensure seamless lead management.
Enhance your workflow efficiency with this Simplebooklet to LeadConnector automation. Whenever there's a new activity notification in your Simplebooklet, this workflow swiftly updates or adds a contact in your LeadConnector. Keep your contacts updated and never miss out on important Simplebooklet activities to ensure seamless lead management.
- When this happens...Simplebooklet Activity Notification
Triggers when the specific Simplebooklet(s) have activity on the selected event.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Simplebooklet EventRequired
SimplebookletRequired
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
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
