"create and manage new Luxury Prospect leads by adding or updating contacts in LeadConnector"
Streamline your lead management process with this automation workflow. When new leads are identified in Luxury Prospect, contact information gets evenly updated in LeadConnector, ensuring seamless information updates. This allows sales teams to focus on converting leads rather than manually tracking them. Save time, reduce errors and keep your team focused on what they do best - selling.
Streamline your lead management process with this automation workflow. When new leads are identified in Luxury Prospect, contact information gets evenly updated in LeadConnector, ensuring seamless information updates. This allows sales teams to focus on converting leads rather than manually tracking them. Save time, reduce errors and keep your team focused on what they do best - selling.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead
Triggers when a New Lead is delivered.
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