JenesisNow + LeadConnector
Add new clients in JenesisNow to update contacts in LeadConnector
Create seamless connections between the JenesisNow and LeadConnector apps with this efficient workflow. When a new client is added in JenesisNow, their information is instantly updated or added as a contact in LeadConnector. This eliminates the need for manual data transfer, ensuring your contact lists in both apps stay consistently up to date for improved lead management.
Create seamless connections between the JenesisNow and LeadConnector apps with this efficient workflow. When a new client is added in JenesisNow, their information is instantly updated or added as a contact in LeadConnector. This eliminates the need for manual data transfer, ensuring your contact lists in both apps stay consistently up to date for improved lead management.
- When this happens...New Client Added
Triggers when a new client is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Client Added
Triggers when a new client is added.
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
New Policy Created
Triggers when a new policy 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
