Easify + LeadConnector
"add or update LeadConnector contacts when new sms messages arrive in Easify"
Stay on top of your client communication with this efficient workflow. When a new SMS is received in Easify, the contact information gets immediately updated or added in LeadConnector. This automation keeps your contact lists accurate and up-to-date, saving you valuable time and ensuring you never miss an important communication.
Stay on top of your client communication with this efficient workflow. When a new SMS is received in Easify, the contact information gets immediately updated or added in LeadConnector. This automation keeps your contact lists accurate and up-to-date, saving you valuable time and ensuring you never miss an important communication.
- When this happens...New SMS
Trigger when new sms
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Zap NameRequired
Try ItNew SMS
Trigger when new sms
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 Contact
Triggers when there's a new contact.
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
