Add new contacts in LeadConnector when new quote requests are received in Stylish Cost Calculator
Easily manage your leads with this seamless integration. When you receive a new quote request in the Stylish Cost Calculator, this workflow will promptly insert or update the lead's information in the LeadConnector. Enjoy a well-organized contact list, and ensure no potential customer slips through the cracks just waiting for a quote.
Easily manage your leads with this seamless integration. When you receive a new quote request in the Stylish Cost Calculator, this workflow will promptly insert or update the lead's information in the LeadConnector. Enjoy a well-organized contact list, and ensure no potential customer slips through the cracks just waiting for a quote.
- When this happens...New Quote Request Received
Triggers when a new Email Quote is received.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Select A Cost Calculator FormRequired
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