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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.

  1. When this happens...
    VanillaSoftVanillaSoft
    Result a Contact

    Triggers when a Contact in VanillaSoft is resulted.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Task

    Adds a task to the account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    Trigger
    Instant
    Try It
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • 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

    Action
    Write
    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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vanillasoft logo
vanillasoft logo

About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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