LeadConnector + Salesforge

Create new tasks in LeadConnector when emails are sent in Salesforge

Whenever an email is sent through Salesforge, this workflow ensures a corresponding task is created in LeadConnector. It provides an efficient solution to manually tracking communication and following up, enabling seamless sales process management. Exercise this automation to maximize productivity and extend your focus on strengthening customer relationships.

When this happens...
Email Sent
Triggers when email is sent.
TriggerInstant
automatically do this!
Add Task
Adds a task to the account.
ActionWrite

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Supported triggers and actions

- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Thread IDRequired
- Label IDRequired
Action
Write
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write