Add new Rabbu agent leads to LeadConnector as contacts
This streamlined process makes sure that whenever a new lead is introduced in the Rabbu app, their details are immediately updated in the LeadConnector app. Leveraging this seamless connection reduces manual data entry, ensures instant contact updates, and improves your team’s productivity. Benefit from getting all your essential leads communicated effortlessly in one place.
This streamlined process makes sure that whenever a new lead is introduced in the Rabbu app, their details are immediately updated in the LeadConnector app. Leveraging this seamless connection reduces manual data entry, ensures instant contact updates, and improves your team’s productivity. Benefit from getting all your essential leads communicated effortlessly in one place.
- When this happens...New Agent Lead
Triggers when a new agent lead is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Agent Lead
Triggers when a new agent lead is created.
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
New Lender Lead
Triggers when a new lender lead 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