Create tasks in LeadConnector for new or updated leads in myRealPage
Streamline your lead management workflow with this automation. When a new or updated lead is found in myRealPage, it immediately creates a task in LeadConnector. It helps you stay on top of potential and VOW users, making sure all your leads are attended to swiftly and efficiently. No need to bounce between apps, this setup does the heavy lifting for you, making lead management a breeze.
Streamline your lead management workflow with this automation. When a new or updated lead is found in myRealPage, it immediately creates a task in LeadConnector. It helps you stay on top of potential and VOW users, making sure all your leads are attended to swiftly and efficiently. No need to bounce between apps, this setup does the heavy lifting for you, making lead management a breeze.
- When this happens...New or Updated Lead (Including Potential & VOW Users)
Triggers when any lead, potential lead or a VOW user is created or updated (from any website form)
- automatically do this!Add Task
Adds a task to the account.
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OptionsRequired
Include Updates
Labels (optional)
Label Condition (optional)
Try ItNew Listing Inquiry
Triggers when a new listing inquiry has been submitted
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
Access TokenRequired
Try ItNew Market Insight Signup
Triggers when a new market insight sign 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)