Abby Connect + LeadConnector
Create new LeadConnector contacts from Abby Connect call records
With this workflow, every time there's a new call record in your Abby Connect app, the contact details will be added or updated in your LeadConnector app. This streamlines your process by ensuring your LeadConnector database is always up-to-date with the latest call records from Abby Connect. This way, you can efficiently manage your lead information and focus more on conversion efforts.
With this workflow, every time there's a new call record in your Abby Connect app, the contact details will be added or updated in your LeadConnector app. This streamlines your process by ensuring your LeadConnector database is always up-to-date with the latest call records from Abby Connect. This way, you can efficiently manage your lead information and focus more on conversion efforts.
- When this happens...New Call Record
Triggers when a new Call Record is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Call Record
Triggers when a new Call Record is created.
Try ItNew Receptionist Message
Triggers when a new Receptionist Message is created.
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)
New Chat
Triggers when a new chat is created.
Try ItIn 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
