LeadConnector + LEX Reception
Create new tasks in LeadConnector when new messages arrive in LEX Reception
Manage your workflow more efficiently with this streamlined automation. Whenever a new message arrives in your LEX Reception app, a task will be instantly added in the LeadConnector app. This means you can quickly react to new communications and ensure nothing slips through the cracks. A perfect tool for boosting productivity and staying organized.
Manage your workflow more efficiently with this streamlined automation. Whenever a new message arrives in your LEX Reception app, a task will be instantly added in the LeadConnector app. This means you can quickly react to new communications and ensure nothing slips through the cracks. A perfect tool for boosting productivity and staying organized.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Add Task
Adds a task to the account.
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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
