LeadConnector + Sutra
Add new Sutra space members to LeadConnector as contacts
This workflow begins when a new member joins your Space in the Sutra app. It then adds or updates the contact details in the LeadConnector app. This simple, efficient process ensures your new Sutra members' information is always up-to-date in the LeadConnector system, taking the manual work out of contact management. Stay organized effortlessly while managing your growing community.
This workflow begins when a new member joins your Space in the Sutra app. It then adds or updates the contact details in the LeadConnector app. This simple, efficient process ensures your new Sutra members' information is always up-to-date in the LeadConnector system, taking the manual work out of contact management. Stay organized effortlessly while managing your growing community.
- When this happens...New Member Joins a Space
Triggers when a new member joins a space on Sutra.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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SpacesRequired
Try ItSpacesRequired
Sutra trigger typeRequired
Try ItSutra SpaceRequired
EmailRequired
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
Date of Birth
SpacesRequired
Try ItSpacesRequired
SurveyRequired
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
