LeadConnector + Walla
Update contacts in LeadConnector for new opted-in clients from Walla
Simplify your sales process with this handy automation. When a client opts into your services via the Walla app, this workflow instantly updates or adds their contact details in LeadConnector. This not only aligns your digital touchpoints but also ensures all potential leads are documented for future reference. Maximize efficiency and streamline client onboarding without lifting a finger.
Simplify your sales process with this handy automation. When a client opts into your services via the Walla app, this workflow instantly updates or adds their contact details in LeadConnector. This not only aligns your digital touchpoints but also ensures all potential leads are documented for future reference. Maximize efficiency and streamline client onboarding without lifting a finger.
- When this happens...Opted-In Client
Triggers when a client is opted-in to email marketing.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Opted-In Client
Triggers when a client is opted-in to email marketing.
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
Opted-Out Client
Triggers when a client is opted-out of email marketing.
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
