Avoma + LeadConnector
Update LeadConnector contacts when new Avoma conversations occur
Stay ahead in your lead management process with this efficient workflow. Whenever a new conversation is initiated in the Avoma app, this integration goes to work, updating or adding a fresh contact in the LeadConnector app. This way, your lead information is always current, saving time for your sales team and boosting productivity. Utilize this automation to maintain accurate contact data seamlessly across your apps.
Stay ahead in your lead management process with this efficient workflow. Whenever a new conversation is initiated in the Avoma app, this integration goes to work, updating or adding a fresh contact in the LeadConnector app. This way, your lead information is always current, saving time for your sales team and boosting productivity. Utilize this automation to maintain accurate contact data seamlessly across your apps.
- When this happens...New Conversation
Triggers when a new conversation (call or meeting) is processed by Avoma.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Conversation
Triggers when a new conversation (call or meeting) is processed by Avoma.
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
External IDRequired
Caller Phone NumberRequired
Recipient Phone NumberRequired
User EmailRequired
Recording URLRequired
SourceRequired
DirectionRequired
Start TimeRequired
EmailRequired
Name
Caller Name
Name of the recipient
Was the call answered?
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
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
