LeadConnector + Read AI
LeadConnector + Read AI
LeadConnector + Read AI integrations
Create tasks in LeadConnector from new meeting notes in Read AI
Boost your efficiency and streamline team collaboration with this workflow. When new meeting notes are jotted down in Read AI, it triggers corresponding task additions in LeadConnector. This ensures that vital points discussed in meetings are swiftly addressed, freeing you up to focus on other crucial responsibilities.
- When this happens...New Meeting NotesTriggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Add TaskAdds a task to the account.
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More things you can do with Read AI and LeadConnector
Discover other triggers and actions you can use with Read AI and LeadConnector
- New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItTriggerInstant - 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Read AI
Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search, and recommendations across platforms.
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