AnswerFirst + LeadConnector
Create or update LeadConnector contacts for new messages in AnswerFirst
When a new message is sent in AnswerFirst, this workflow ensures your LeadConnector contacts stay updated, saving you the manual task. It grabs the information from each new message in AnswerFirst and uses it to create or update a contact in LeadConnector. Stay organized and never miss a lead with this efficient automation.
When a new message is sent in AnswerFirst, this workflow ensures your LeadConnector contacts stay updated, saving you the manual task. It grabs the information from each new message in AnswerFirst and uses it to create or update a contact in LeadConnector. Stay organized and never miss a lead with this efficient automation.
- When this happens...New Message
Triggers when a new message is received on behalf of the user.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Message
Triggers when a new message is received on behalf of the user.
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
