LeadConnector + Trustmary
LeadConnector + Trustmary
LeadConnector + Trustmary integrations
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 this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update ContactCreates a Contact
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More things you can do with LeadConnector and Trustmary
Discover other triggers and actions you can use with LeadConnector and Trustmary
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Survey Answer
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Survey Answer Completed
Triggers when a new survey answer is completed.
Try ItTriggerInstant
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Trustmary
Trustmary helps you gather social proof and use it on your website to generate more leads. Collect NPS, video and text reviews from your customers. Use the social proof you have gathered in different ways on your website.
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