LeadConnector + ShareDocView
Get new leads from ShareDocView and add or update contacts in LeadConnector
Streamline your lead management process with this ShareDocView and LeadConnector workflow. When a new lead gets registered in ShareDocView, it instantly updates or adds contacts in your LeadConnector database. This way, you ensure your lead information remains updated, allowing you to stay responsive, organized, and efficient in your business interactions.
Streamline your lead management process with this ShareDocView and LeadConnector workflow. When a new lead gets registered in ShareDocView, it instantly updates or adds contacts in your LeadConnector database. This way, you ensure your lead information remains updated, allowing you to stay responsive, organized, and efficient in your business interactions.
- When this happens...Get Leads
Triggers when a new email lead is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Get Leads
Triggers when a new email 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
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
