LeadConnector + VanillaSoft
Update contacts in LeadConnector whenever new contacts are registered in VanillaSoft
Streamline your lead management process with this optimized workflow. When you identify a new contact in VanillaSoft, it initiates a process to add or update the corresponding contact details in LeadConnector. This automation aids in keeping your contact information up-to-date across platforms, ensuring smooth sales and communication processes.
Streamline your lead management process with this optimized workflow. When you identify a new contact in VanillaSoft, it initiates a process to add or update the corresponding contact details in LeadConnector. This automation aids in keeping your contact information up-to-date across platforms, ensuring smooth sales and communication processes.
- When this happens...Result a Contact
Triggers when a Contact in VanillaSoft is resulted.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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VanillaSoft Zap NameRequired
Description
VanillaSoft Project NameRequired
Select VanillaSoft Result Codes to associate with this Trigger
Email on ErrorRequired
Send Data Email on Last Error
Email last error data to
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
VanillaSoft Zap NameRequired
DescriptionRequired
VanillaSoft Project NameRequired
Email on Success
Email on ErrorRequired
Create New ContactsRequired
Flag New ContactsRequired
Route New Contacts as a First PriorityRequired
Delay Routing of New Contacts
Create Duplicates For Contacts That Share The Same Phone NumberRequired
Flag DuplicatesRequired
Error response for duplicate contact
Update existing contactsRequired
Update Key FieldRequired
Route Updated as a First PriorityRequired
Reopen and flag updated contacts (Recommended)Required
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)
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
