iDecide + LeadConnector
Create new LeadConnector contacts from started iDecide links
Kickstart your lead management process with this workflow. Whenever you start a new Post-A-Link in iDecide, it instantly triggers an Add/Update Contact action in the LeadConnector app. This efficient process not only streamlines your work, but also ensures that no potential lead falls through the cracks. Enhance your productivity and stay ahead in nurturing your leads with this dynamic workflow.
Kickstart your lead management process with this workflow. Whenever you start a new Post-A-Link in iDecide, it instantly triggers an Add/Update Contact action in the LeadConnector app. This efficient process not only streamlines your work, but also ensures that no potential lead falls through the cracks. Enhance your productivity and stay ahead in nurturing your leads with this dynamic workflow.
- When this happens...Post-A-Link iDecide Started
Triggers when a viewer starts watching a Post-A-Link iDecide.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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iDecideRequired
Try ItViewer's NameRequired
Viewer's Email Address
Viewer's Phone Number
Viewer's CRM-specific ID
iDecide PresentationRequired
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
iDecideRequired
Try ItiDecide PresentationRequired
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)
