LeadConnector + Trustmary
Update Trustmary contacts when pipeline stages change in LeadConnector
When a lead's stage changes within LeadConnector, save time by having this workflow update or create their corresponding contact details in Trustmary. This ensures you're always on top of your lead management, maintaining up-to-date information without the need for manual data entry. Proactively manage your leads and enhance your marketing efforts with this seamless and practical automation.
When a lead's stage changes within LeadConnector, save time by having this workflow update or create their corresponding contact details in Trustmary. This ensures you're always on top of your lead management, maintaining up-to-date information without the need for manual data entry. Proactively manage your leads and enhance your marketing efforts with this seamless and practical automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Contact
Creates a Contact
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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
New Survey Answer
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Try It
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
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
Survey Answer Completed
Triggers when a new survey answer is completed.
Try It
