LeadConnector + Visual Visitor
Update new contacts in LeadConnector when new visitor notifications with company data are triggered in Visual Visitor
Keep your leads continuously updated and never miss out on crucial company data with this workflow. This process begins when Visual Visitor notifies you about a new company visitor and concludes by updating the contact info in LeadConnector, ensuring you're always up-to-date. It's an excellent solution for businesses looking to streamline the data flow between these two systems.
Keep your leads continuously updated and never miss out on crucial company data with this workflow. This process begins when Visual Visitor notifies you about a new company visitor and concludes by updating the contact info in LeadConnector, ensuring you're always up-to-date. It's an excellent solution for businesses looking to streamline the data flow between these two systems.
- When this happens...New Visitor Notification With Company Data Only
Triggers when a new visitor notification is created for a visitor with only company information.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Visitor Notification With Company Data Only
Triggers when a new visitor notification is created for a visitor with only company information.
Try ItNew Visitor Notification With Company and Contact Data
Triggers when a new visitor notification is created for a visitor with both company and contact data.
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)
New Visitor Notification for a Tagged Visitor
Triggers when a new visitor notification is created for a visitor that has been previously tagged from an email campaign or form capture.
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
