Mark complete in Sutra and add or update contacts in LeadConnector
Optimize your workflow with Sutra and LeadConnector. When you mark a task as complete in Sutra, an automation process begins that will add or update a contact in your LeadConnector app. This streamlined process eliminates manual data input, enhances efficiency and ensures your LeadConnector contacts are always up to date with tasks completed in Sutra.
Optimize your workflow with Sutra and LeadConnector. When you mark a task as complete in Sutra, an automation process begins that will add or update a contact in your LeadConnector app. This streamlined process eliminates manual data input, enhances efficiency and ensures your LeadConnector contacts are always up to date with tasks completed in Sutra.
- When this happens...Mark Complete
Member marks a space as complete
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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SpacesRequired
Try ItSpacesRequired
Sutra trigger typeRequired
Try ItSutra SpaceRequired
EmailRequired
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
SpacesRequired
Try ItSpacesRequired
SurveyRequired
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