AnswerConnect + LeadConnector
Manage new AnswerConnect messages by automatically adding or updating contacts in LeadConnector
Easily stay on top of incoming queries from AnswerConnect with this workflow. Whenever a new message is created within AnswerConnect, this automation makes sure the contact details are instantly updated or added in your LeadConnector system. Ideal for sales teams or customer service representatives looking to streamline contact management and follow-up more efficiently.
Easily stay on top of incoming queries from AnswerConnect with this workflow. Whenever a new message is created within AnswerConnect, this automation makes sure the contact details are instantly updated or added in your LeadConnector system. Ideal for sales teams or customer service representatives looking to streamline contact management and follow-up more efficiently.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Message
Triggers when a new message is taken.
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
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
In 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
