HappyForms + LeadConnector
Create or update LeadConnector contacts from new HappyForms activities
Easily keep your contact list updated with this efficient workflow. Whenever there's a new activity in your HappyForms app, this automation will add or update the corresponding contact information in your LeadConnector app. Save time, reduce manual data entry, and make sure your leads are always up-to-date with this seamless integration.
Easily keep your contact list updated with this efficient workflow. Whenever there's a new activity in your HappyForms app, this automation will add or update the corresponding contact information in your LeadConnector app. Save time, reduce manual data entry, and make sure your leads are always up-to-date with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Activity
Triggers when a new activity 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
