Canopy Connect + LeadConnector
Manage Canopy Connect pull completions by adding or updating contacts in LeadConnector
With this streamlined workflow, every time a pull is completed in Canopy Connect, the connected contact details are instantly updated or added in the LeadConnector app. This ensures that vital contact information is consistently up-to-date, saving you time and improving lead management efficiency. No need to manually move information between platforms- let this workflow do all the heavy lifting for you.
With this streamlined workflow, every time a pull is completed in Canopy Connect, the connected contact details are instantly updated or added in the LeadConnector app. This ensures that vital contact information is consistently up-to-date, saving you time and improving lead management efficiency. No need to manually move information between platforms- let this workflow do all the heavy lifting for you.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
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
