LeadConnector + Qgiv
Add or update LeadConnector contacts for every new Qgiv transaction
When a new transaction occurs in Qgiv, this workflow swiftly responds by adding or updating the relevant contact in LeadConnector. This process ensures your LeadConnector records stay up to date, allowing you to manage your contacts more efficiently and effectively. This convenient, automated operation saves valuable time and reduces the risk of manual entry errors.
When a new transaction occurs in Qgiv, this workflow swiftly responds by adding or updating the relevant contact in LeadConnector. This process ensures your LeadConnector records stay up to date, allowing you to manage your contacts more efficiently and effectively. This convenient, automated operation saves valuable time and reduces the risk of manual entry errors.
- When this happens...New Transaction
Triggers when a new transaction occurs.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Transaction
Triggers when a new transaction occurs.
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)
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
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
Phone Number
Email
First Name
Last Name
Full Name
