LeadConnector + Warm Welcome
Get new contacts from Warm Welcome and add/update contacts in LeadConnector
Effortlessly manage new contacts from Warm Welcome with this seamless workflow. When a new contact is added to Warm Welcome, it will immediately create or update their information in LeadConnector, ensuring all contact details are up-to-date and easily accessible. This automation saves you time and helps maintain an organized contact list in LeadConnector.
Effortlessly manage new contacts from Warm Welcome with this seamless workflow. When a new contact is added to Warm Welcome, it will immediately create or update their information in LeadConnector, ensuring all contact details are up-to-date and easily accessible. This automation saves you time and helps maintain an organized contact list in LeadConnector.
- When this happens...Get New Contacts
This trigger will automatically get the newly added contacts
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Get New Contacts
This trigger will automatically get the newly added contacts
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
NameRequired
EmailRequired
TypeRequired
Start A ConversationsRequired
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
