LeadConnector + Spotio
Create new LeadConnector contacts from newly created Spotio records
Simplify and streamline your lead management process with this workflow. Whenever a new record is created in Spotio, the information will simultaneously update or add a contact in LeadConnector. This keeps your records consistent across both platforms, saving time and eliminating potential errors that come with manual data entry. It's a seamless solution for ensuring that your contact information stays up-to-date and accurate.
Simplify and streamline your lead management process with this workflow. Whenever a new record is created in Spotio, the information will simultaneously update or add a contact in LeadConnector. This keeps your records consistent across both platforms, saving time and eliminating potential errors that come with manual data entry. It's a seamless solution for ensuring that your contact information stays up-to-date and accurate.
- When this happens...Record Created
Triggers when record is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
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Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
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