LeadConnector + M1
Update LeadConnector contacts when new calls happen in M1
This workflow initiates when a call takes place in the M1 app, and simultaneously adds or updates a contact in the LeadConnector app. This seamless integration ensures that all your vital call information is saved promptly in LeadConnector. Make the most of your phone communication by ensuring no lead data slips through the cracks.
This workflow initiates when a call takes place in the M1 app, and simultaneously adds or updates a contact in the LeadConnector app. This seamless integration ensures that all your vital call information is saved promptly in LeadConnector. Make the most of your phone communication by ensuring no lead data slips through the cracks.
- When this happens...Call
Triggers when a call is finished and its transcription is done.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Direction
InboxRequired
Try ItDirection
InboxRequired
Try ItInboxRequired
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
StatusRequired
InboxRequired
Try ItInboxRequired
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
