deal.ai + LeadConnector
Add new deal.ai contacts to campaigns as leads in LeadConnector
Boost your sales force efficiency by using this workflow to swiftly move new contacts from the deal.ai app to the LeadConnector app. As soon as a fresh contact is added in deal.ai, the automation will promptly include them in your targeted LeadConnector campaign. This means you don't have to manually switch between apps or insert information repeatedly, saving you time and helping you to focus more on sealing those important deals. This streamlined process ensures that no potentially valuable lead falls through the cracks.
Boost your sales force efficiency by using this workflow to swiftly move new contacts from the deal.ai app to the LeadConnector app. As soon as a fresh contact is added in deal.ai, the automation will promptly include them in your targeted LeadConnector campaign. This means you don't have to manually switch between apps or insert information repeatedly, saving you time and helping you to focus more on sealing those important deals. This streamlined process ensures that no potentially valuable lead falls through the cracks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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Funnel
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
Funnel
Email
Full Name
First Name
Last Name
Phone Number
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
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
