Update contacts in LeadConnector when new emails are opened in SumoQuote
Ensure no potential leads slip through the cracks with this streamlined workflow. When an email is opened within SumoQuote, this automation swiftly adds or updates the respective contact information in LeadConnector. This not only saves you time but also enhances the accuracy of your lead management process. It's an efficient solution for keeping track of all communications and maintaining up-to-date contact information.
Ensure no potential leads slip through the cracks with this streamlined workflow. When an email is opened within SumoQuote, this automation swiftly adds or updates the respective contact information in LeadConnector. This not only saves you time but also enhances the accuracy of your lead management process. It's an efficient solution for keeping track of all communications and maintaining up-to-date contact information.
- When this happens...Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id