LeadConnector + PreApp1003
Add or update LeadConnector contacts when new PreApp1003 crm contacts are created
Simplify your lead management with this smart workflow. Whenever you add a new contact in PreApp1003, it simultaneously updates or adds the contact in LeadConnector. This streamlines your customer relationship procedures, ensuring that all your contact information is consistently updated across the different platforms. Experience efficient lead tracking and eliminate the hassle of manual data entry.
Simplify your lead management with this smart workflow. Whenever you add a new contact in PreApp1003, it simultaneously updates or adds the contact in LeadConnector. This streamlines your customer relationship procedures, ensuring that all your contact information is consistently updated across the different platforms. Experience efficient lead tracking and eliminate the hassle of manual data entry.
- When this happens...New CRM Contact
Triggers when a new CRM contact is created in PreApp1003.com.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New CRM Contact
Triggers when a new CRM contact is created in PreApp1003.com.
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
Contact TypeRequired
First NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Cell Phone
Home Phone
Work Phone
Birthday
Company Name
Job Title
Fax Number
Website
Mailing Address
Mailing Suite
Mailing City
Mailing State
Mailing Zip
Mailing County
Mailing Country
Mid Score
Lead Source
Wedding Anniversary
US Citizen
Veteran
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
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
