Groundwork + LeadConnector
Manage new videoleads in Groundwork by updating or adding contacts in LeadConnector
This workflow keeps your LeadConnector contact list up-to-date every time a VideoLead is submitted in Groundwork, making lead management simpler and faster. The workflow effortlessly handles the addition or update process negating the need to enter data manually. Ease your lead management process and stay ahead with this efficient automation.
This workflow keeps your LeadConnector contact list up-to-date every time a VideoLead is submitted in Groundwork, making lead management simpler and faster. The workflow effortlessly handles the addition or update process negating the need to enter data manually. Ease your lead management process and stay ahead with this efficient automation.
- When this happens...New VideoLead Submitted
Triggers when a lead has submitted a project video.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Survey
Try ItSurveyRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Defer Survey
Send Survey At
Street Number 1
Street Number 2
City
State
Zip
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)
Survey
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
