LeadConnector + Umbrella
Manage new Umbrella contacts by adding or updating them in LeadConnector
Automate your contact management process with this seamless workflow between Umbrella and LeadConnector. Whenever a new contact appears in your Umbrella app, this workflow ensures they are instantly added or updated in your LeadConnector system. It aids in keeping all your contacts up-to-date, saving you considerable time and effort.
Automate your contact management process with this seamless workflow between Umbrella and LeadConnector. Whenever a new contact appears in your Umbrella app, this workflow ensures they are instantly added or updated in your LeadConnector system. It aids in keeping all your contacts up-to-date, saving you considerable time and effort.
- When this happens...New Contact
Triggers when a new contact is created in Umbrella.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Contact
Triggers when a new contact is created in Umbrella.
Try ItFirst nameRequired
Last nameRequired
EmailRequired
Phone
StatusRequired
Address 1
Address 2
City
Postal code
Region
Country
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
Update Contact
Triggers when a contact is updated in Umbrella.
Try ItEmailRequired
First Name
Last Name
Phone
Status
Address 1
Address 2
City
Postal Code
Region
Country
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
CampaignRequired
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)
