EnergySage + LeadConnector
Add or update LeadConnector contacts when new or updated leads occur in EnergySage
Streamline your lead management process with this effective workflow. Whenever there is a new or updated lead in your EnergySage app, this workflow ensures the same information is instantly mirrored in your LeadConnector app. This automation keeps your contacts updated, saving you the hassle of manual data entry and giving you more time to focus on potential customers in the energy market.
Streamline your lead management process with this effective workflow. Whenever there is a new or updated lead in your EnergySage app, this workflow ensures the same information is instantly mirrored in your LeadConnector app. This automation keeps your contacts updated, saving you the hassle of manual data entry and giving you more time to focus on potential customers in the energy market.
- When this happens...New or Updated Lead
Triggers when a lead is created or updated.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New or Updated Lead
Triggers when a lead is created or updated.
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
Market Property UUID
Funnel StateRequired
Street AddressRequired
City
State
Zip Code
First Name
Last Name
Alias email
Installation Size [kW]
Installation Cost
Includes Battery
Includes Roofing
First 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
