AtClosing + LeadConnector
Add new AtClosing leads to LeadConnector as contacts
Streamline your workflow by instantly updating your LeadConnector contacts whenever a new lead is registered in your AtClosing account. This automation will help you efficiently manage your leads and ensure you never miss a potential opportunity. It allows your sales team to quickly and effectively engage new prospects, providing a seamless experience from lead capture to customer conversion.
Streamline your workflow by instantly updating your LeadConnector contacts whenever a new lead is registered in your AtClosing account. This automation will help you efficiently manage your leads and ensure you never miss a potential opportunity. It allows your sales team to quickly and effectively engage new prospects, providing a seamless experience from lead capture to customer conversion.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead
Triggers when a new lead is created.
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
