LeadConnector + Warm Welcome
Add new Warm Welcome contacts to LeadConnector for seamless contact management
Get your marketing and sales aligned seamlessly with this handy workflow. Whenever a new contact appears in Warm Welcome, this automation will ensure that the contact is then added or updated in your LeadConnector system. It's a smooth, efficient way of keeping your contacts accurate and up to date, saving you precious time on manual data entry. Harness the power of this seamless connection to ensure faster, more efficient lead management.
Get your marketing and sales aligned seamlessly with this handy workflow. Whenever a new contact appears in Warm Welcome, this automation will ensure that the contact is then added or updated in your LeadConnector system. It's a smooth, efficient way of keeping your contacts accurate and up to date, saving you precious time on manual data entry. Harness the power of this seamless connection to ensure faster, more efficient lead management.
- When this happens...Get New Contacts
This trigger will automatically get the newly added contacts
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Get New Contacts
This trigger will automatically get the newly added contacts
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
NameRequired
EmailRequired
TypeRequired
Start A ConversationsRequired
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
