LeadConnector + PDFMonkey
Add or update contacts in LeadConnector when new documents are generated in PDFMonkey
Streamline your lead management process with this efficient workflow. When a document is generated in PDFMonkey, it immediately updates or adds a new contact in LeadConnector. Perfect for staying on top of your contacts list and ensuring accurate, up-to-date information with minimum manual labor. Join PDFMonkey and LeadConnector with this automated process to manage your customer data more effectively.
Streamline your lead management process with this efficient workflow. When a document is generated in PDFMonkey, it immediately updates or adds a new contact in LeadConnector. Perfect for staying on top of your contacts list and ensuring accurate, up-to-date information with minimum manual labor. Join PDFMonkey and LeadConnector with this automated process to manage your customer data more effectively.
- When this happens...Document Generated
Triggers when a document's generation is complete and successful.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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WorkspaceRequired
Template(s)
Try ItWorkspaceRequired
TemplateRequired
Use a custom JSON structureRequired
Add Line Items
Custom Filename
Meta Data
In 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
Document IDRequired
Document IDRequired
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)
