Laxis + LeadConnector
Update contacts in LeadConnector whenever new summaries are generated in Laxis
Streamline the process of contact management with this efficient workflow. When a new summary is created in Laxis, it will immediately update or add a new contact in your LeadConnector app. This automation not only optimizes your time but also ensures that your contact list in LeadConnector stays up to date with the latest summaries from Laxis. Create a seamless connection between your tasks in Laxis and LeadConnector, making your job easier and more efficient.
Streamline the process of contact management with this efficient workflow. When a new summary is created in Laxis, it will immediately update or add a new contact in your LeadConnector app. This automation not only optimizes your time but also ensures that your contact list in LeadConnector stays up to date with the latest summaries from Laxis. Create a seamless connection between your tasks in Laxis and LeadConnector, making your job easier and more efficient.
- When this happens...New Summary
Triggers when a new summary is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Summary
Triggers when a new summary is created.
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
