LeadConnector + Unbiased Pro integrations
Track enquiry status changes in Unbiased Pro and add or update contacts in LeadConnector
Streamline your workflow with this automation that responds to changes in your Unbiased Pro enquiries. When the status of an enquiry changes in Unbiased Pro, it swiftly updates or adds a new contact in LeadConnector. This way, you can always keep your contact information timely and efficient, without having to manually update information in LeadConnector. Save time and improve your business's efficiency with this seamless integration.
- When this happens...Enquiry Status ChangeTriggers when status of an enquiry is changed.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Unbiased Pro and LeadConnector
Discover other triggers and actions you can use with Unbiased Pro and LeadConnector
- Statuses
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
- 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
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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