LeadConnector + Read AI
Update LeadConnector contacts when new meeting notes are made in Read AI
Start streamlining your lead management process by seamlessly connecting Read AI with LeadConnector. Whenever new meeting notes are recorded in Read AI, this workflow instantly updates or adds the relevant contact information in LeadConnector. No longer will you have to manually enter information, saving you time and enhancing your organizational efficiency. Stay on top of your leads and never miss an important detail again.
Start streamlining your lead management process by seamlessly connecting Read AI with LeadConnector. Whenever new meeting notes are recorded in Read AI, this workflow instantly updates or adds the relevant contact information in LeadConnector. No longer will you have to manually enter information, saving you time and enhancing your organizational efficiency. Stay on top of your leads and never miss an important detail again.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
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
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
Phone Number
Email
First Name
Last Name
Full Name
