Add new iNCOM Canada leads to LeadConnector as updated contacts
As soon as a new lead comes in through the iNCOM Canada app, this workflow makes sure those valuable contact details are immediately added or updated in the LeadConnector app. This automation enables seamless data transfer between the two platforms, ensuring quick follow-ups and helping you stay on top of your sales game. No more manually copying and pasting information, reducing the odds of errors and freeing up your time to focus on your leads.
As soon as a new lead comes in through the iNCOM Canada app, this workflow makes sure those valuable contact details are immediately added or updated in the LeadConnector app. This automation enables seamless data transfer between the two platforms, ensuring quick follow-ups and helping you stay on top of your sales game. No more manually copying and pasting information, reducing the odds of errors and freeing up your time to focus on your leads.
- When this happens...New Lead
Triggers when a new lead or contact is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead
Triggers when a new lead or contact is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Postal code
City
state
Lead Notes
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)
Existing Lead Activity
Triggers when an existing lead or contact takes new action on the website.
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