LeadConnector + Upfirst
LeadConnector + Upfirst
LeadConnector + Upfirst integrations
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 this happens...Call CompletedTriggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Upfirst and LeadConnector
Discover other triggers and actions you can use with Upfirst and LeadConnector
- Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
Try ItTriggerInstant - 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
- Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
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
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Upfirst
Upfirst is an AI call assistant that answers every call with care, logs details instantly, and keeps your favorite tools up-to-date.
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