Capture new Spotlightr leads and add or update corresponding contacts in LeadConnector
Capture new leads efficiently with this marketing automation. When a new lead is captured in Spotlightr, it will instantly update or add that contact in LeadConnector. This workflow helps streamline your lead management process, saving you time and ensuring no new potential clients fall through the cracks.
Capture new leads efficiently with this marketing automation. When a new lead is captured in Spotlightr, it will instantly update or add that contact in LeadConnector. This workflow helps streamline your lead management process, saving you time and ensuring no new potential clients fall through the cracks.
- When this happens...New Lead Captured
Triggers when new lead is captured.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Video
Project
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
Video
Project
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