LeadConnector + VanillaSoft
Generate tasks in LeadConnector for new contacts in VanillaSoft
Once a prospect has been qualified by a result code in VanillaSoft, you'll want to move on to the next stage of the sales process right away. This Zap can help, automatically creating a new task in LeadConnector after a prospect has been created in VanillaSoft so the next stage of the sales process can start as soon as possible.
Once a prospect has been qualified by a result code in VanillaSoft, you'll want to move on to the next stage of the sales process right away. This Zap can help, automatically creating a new task in LeadConnector after a prospect has been created in VanillaSoft so the next stage of the sales process can start as soon as possible.
- When this happens...Result a Contact
Triggers when a Contact in VanillaSoft is resulted.
- automatically do this!Add Task
Adds a task to the account.
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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
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
