LeadConnector + Upfirst
Update contacts in LeadConnector when calls are completed in Upfirst
When a call gets completed in the Upfirst app, this workflow ensures your LeadConnector contacts are instantaneously updated or added. This process not only helps to keep your contact list current but also saves you the effort of manual data entry. Make the most of your conversations and enrich your LeadConnector database with valuable information from every completed Upfirst call.
When a call gets completed in the Upfirst app, this workflow ensures your LeadConnector contacts are instantaneously updated or added. This process not only helps to keep your contact list current but also saves you the effort of manual data entry. Make the most of your conversations and enrich your LeadConnector database with valuable information from every completed Upfirst call.
- When this happens...Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
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
Phone Number
Email
First Name
Last Name
Full Name
Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
Try ItFirst 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
