LeadConnector + Octane AI
Create and manage LeadConnector contacts when new customers are added in Octane AI
Simplify your client management process with this beneficial workflow. As soon as a new customer is created in Octane AI, this task ensures their information is promptly added or updated in LeadConnector. By eliminating the manual movement of data between systems, you save valuable time and ensure your customer records remain up-to-date at all times.
Simplify your client management process with this beneficial workflow. As soon as a new customer is created in Octane AI, this task ensures their information is promptly added or updated in LeadConnector. By eliminating the manual movement of data between systems, you save valuable time and ensure your customer records remain up-to-date at all times.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Customer Updated
Triggers when a customer is 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
Customer Created
Triggers when a new customer is created.
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)
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
