LeadConnector + Zotabox
Add new Zotabox form submissions to LeadConnector as updated contacts
Simplify your customer management tasks with this efficient workflow. As soon as a new form submission takes place within Zotabox, it triggers a corresponding form submission in LeadConnector, ensuring your customer information stays current. This automated process frees up your time for other key areas, like nurturing important leads. Leverage this workflow for a smooth, streamlined operation.
Simplify your customer management tasks with this efficient workflow. As soon as a new form submission takes place within Zotabox, it triggers a corresponding form submission in LeadConnector, ensuring your customer information stays current. This automated process frees up your time for other key areas, like nurturing important leads. Leverage this workflow for a smooth, streamlined operation.
- When this happens...New Form Submission
Triggers when client submit a form.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Domain
Source
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
Domain
Source
Try ItFirst 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
