DocSend + LeadConnector
Create or update LeadConnector contacts from new DocSend visits
Stay on top of your leads with this efficient workflow that instantly adds or updates contacts in LeadConnector whenever a new visit occurs in DocSend. Strengthen your lead nurturing process and ensure your sales team has up-to-date information on prospects, so they can better connect and build relationships with potential clients.
Stay on top of your leads with this efficient workflow that instantly adds or updates contacts in LeadConnector whenever a new visit occurs in DocSend. Strengthen your lead nurturing process and ensure your sales team has up-to-date information on prospects, so they can better connect and build relationships with potential clients.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
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
New Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
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)
