Add new CRM Web App clients to LeadConnector as updated contacts
Boost your lead management process with this savvy automation. When a new client is added in your CRM Web App, it initiates a workflow to update or add their contact details in the LeadConnector app. It’s an efficient way to ensure your lead information is always accurate and up-to-date. Harness this workflow to save time and improve data consistency in your lead management process.
Boost your lead management process with this savvy automation. When a new client is added in your CRM Web App, it initiates a workflow to update or add their contact details in the LeadConnector app. It’s an efficient way to ensure your lead information is always accurate and up-to-date. Harness this workflow to save time and improve data consistency in your lead management process.
- When this happens...New Client
Triggers when a new client is added or when an existing client is assigned as a client.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Try ItNew Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Try ItFirst NameRequired
Last NameRequired
Email
Company
Address
City
State
Zip Code
Country
Phone
Mobile
Fax
Web Address
Related To
Social Security
DOB
First NameRequired
Last NameRequired
Email
Company
Address
City
State
Zip Code
Country
Phone
Mobile
Fax
Web Address
Related To
Social Security
DOB
New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Try ItNew Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Try ItFirst NameRequired
Last NameRequired
Email
Company
Address
City
Zip Code
State
Country
Phone
Mobile
Fax
Web address
Related To
Social Security
DOB
In PipelineRequired
Moved to Stage
Try It