LeadConnector + Youform
Update contacts in LeadConnector with new submissions from Youform
When a new submission is made within the Youform app, ensure that your leads never fall through the cracks again with this smooth workflow. It will immediately update or add the contact information from each submission in the LeadConnector app. By directly transferring information between these two apps, this workflow not only saves time but also reduces the possibility of data entry errors. It is perfectly suited for businesses looking to streamline their lead management process efficiently.
When a new submission is made within the Youform app, ensure that your leads never fall through the cracks again with this smooth workflow. It will immediately update or add the contact information from each submission in the LeadConnector app. By directly transferring information between these two apps, this workflow not only saves time but also reduces the possibility of data entry errors. It is perfectly suited for businesses looking to streamline their lead management process efficiently.
- When this happens...New Submission
Triggers when a new submission is received.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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FormRequired
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
