deal.ai + LeadConnector
Add new deal.ai contacts to LeadConnector for immediate updates
Streamline your sales process with this handy workflow. When a new contact is registered in the deal.ai app, this workflow will promptly update or add the contact's details to the LeadConnector app. By keeping your contact list up-to-date, you'll never miss a potential lead, enhancing your business's sales efficiency.
Streamline your sales process with this handy workflow. When a new contact is registered in the deal.ai app, this workflow will promptly update or add the contact's details to the LeadConnector app. By keeping your contact list up-to-date, you'll never miss a potential lead, enhancing your business's sales efficiency.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
Funnel
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
Funnel
Email
Full Name
First Name
Last Name
Phone Number
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
