LeadConnector + Smart Alto
Create and update LeadConnector contacts from new Smart Alto messages
Easily keep your contacts in LeadConnector up-to-date with this seamless workflow. Whenever a new message is received in Smart Alto, a contact will be added or updated in the LeadConnector app, ensuring your customer information is always accurate and organized. Save time and reduce manual data entry with this efficient automation.
Easily keep your contacts in LeadConnector up-to-date with this seamless workflow. Whenever a new message is received in Smart Alto, a contact will be added or updated in the LeadConnector app, ensuring your customer information is always accurate and organized. Save time and reduce manual data entry with this efficient automation.
- When this happens...New Message
Triggers when a new message is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Contact
Triggers when a new contact is added.
Try ItHint
Update ExistingRequired
Lead SourceRequired
PhoneRequired
Full NameRequired
Email
Tags
Notes
Date of Birth
Date of Purchase Home
Date of Creation
Type
Status
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)
New Message
Triggers when a new message is added.
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
