LeadConnector + Parsio
Parse flat tables in Parsio and add new leads to campaigns in LeadConnector
When a document is parsed in Parsio, this workflow instantly adds a new lead to your campaign in LeadConnector. This automatic process ensures that no potential leads are overlooked, fostering meticulous lead management and boosting your campaign's effectiveness. Enjoy seamless data transfers and spend less time on manual data entry.
When a document is parsed in Parsio, this workflow instantly adds a new lead to your campaign in LeadConnector. This automatic process ensures that no potential leads are overlooked, fostering meticulous lead management and boosting your campaign's effectiveness. Enjoy seamless data transfers and spend less time on manual data entry.
- When this happens...Document Parsed (Flat Tables)
Triggers when a document is parsed (new or old document). If a document contains table fields, they will be flattened (passed as columns).
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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MailboxRequired
Try ItMailboxRequired
Try ItMailboxRequired
FilenameRequired
DocumentRequired
Custom Payload (optional)
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
MailboxRequired
Try ItMailboxRequired
TableRequired
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
