LeadConnector + The Receptionist

Create new leads in LeadConnector when check-ins occur in The Receptionist

Enjoy seamless visitor management and lead tracking with this efficient workflow. As soon as a check-in is registered in The Receptionist app, a new lead is immediately added to your stream in the LeadConnector app. This process not only saves time but also ensures you never miss a potential sales opportunity. Experience a smarter, streamlined approach to visitor management and lead generation.

When this happens...
Visit: Check-In
This event is triggered each time a visit check-in happens.
TriggerInstant
automatically do this!
Add Lead to Workflow
Adds a lead to an existing workflow.
ActionWrite

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Supported triggers and actions

- Location
- Button
Trigger
Instant
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- Location
Trigger
Instant
Try It
- Location
- Button
Trigger
Instant
Try It
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- Location
- Button
Trigger
Instant
Try It
- Location
- Button
Trigger
Instant
Try It
- Location
- Button
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 LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- 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)
Action
Write
- 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
Action
Write