Everest Forms + LeadConnector
Add new Everest Forms submissions to LeadConnector as contacts
Streamline your lead management process with this efficient workflow. Whenever a new form submission is received in Everest Forms, the relevant contact information is updated in LeadConnector. This automation ensures that your LeadConnector contacts remain up-to-date, maximising productivity and saving valuable time.
Streamline your lead management process with this efficient workflow. Whenever a new form submission is received in Everest Forms, the relevant contact information is updated in LeadConnector. This automation ensures that your LeadConnector contacts remain up-to-date, maximising productivity and saving valuable time.
- When this happens...New Form Submission
Triggers when a new form entry is submitted by users.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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FormRequired
Zap Connection NameRequired
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
FormRequired
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
