Add or update LeadConnector contacts for new Virtual Summits Software purchases
Manage your leads from Virtual Summits Software purchases proficiently with this automated workflow. When a new purchase is made, it promptly updates or adds that new contact to your LeadConnector database. This seamless process ensures accurate lead data management, saving you time while increasing efficiency. Take advantage of this straightforward solution to enhance your customer relations.
Manage your leads from Virtual Summits Software purchases proficiently with this automated workflow. When a new purchase is made, it promptly updates or adds that new contact to your LeadConnector database. This seamless process ensures accurate lead data management, saving you time while increasing efficiency. Take advantage of this straightforward solution to enhance your customer relations.
- When this happens...New Purchase
Triggers when a new purchase is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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SummitsRequired
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
SummitsRequired
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