LeadConnector + Pagewheel
Track new Pagewheel orders by updating contacts in LeadConnector
Streamline your client management process with this workflow. When a new order is placed in the Pagewheel, it results in the addition or update of a contact in the LeadConnector. This efficient workflow aids in ensuring your LeadConnector contact list is always up-to-date, keeping your business organized and your communication seamless.
Streamline your client management process with this workflow. When a new order is placed in the Pagewheel, it results in the addition or update of a contact in the LeadConnector. This efficient workflow aids in ensuring your LeadConnector contact list is always up-to-date, keeping your business organized and your communication seamless.
- When this happens...New Order
Triggers when a new Order (Lead or Sale) is delivered or paid.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Type of Order
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
