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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.

  1. When this happens...
    New Meeting Notes
    New Meeting Notes
    New Meeting NotesTriggers when notes (summary, action items, etc) are available for a new meeting.
  2. automatically do this!
    Add Task
    Add Task
    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

  • Read AI triggers, actions, and search
    New Meeting Notes

    Triggers when notes (summary, action items, etc) are available for a new meeting.

    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • 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 Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
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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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