LeadConnector + Talkadot
Manage new referral leads in Talkadot by adding or updating contacts in LeadConnector
Streamline your workflow with the Talkadot to LeadConnector automation. When you receive a new referral lead in Talkadot, this workflow effortlessly updates or adds the new contact in LeadConnector. It's an efficient solution that helps you keep track of all your leads, ensuring no potential client falls through the cracks.
Streamline your workflow with the Talkadot to LeadConnector automation. When you receive a new referral lead in Talkadot, this workflow effortlessly updates or adds the new contact in LeadConnector. It's an efficient solution that helps you keep track of all your leads, ensuring no potential client falls through the cracks.
- When this happens...New Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Booking Lead
Triggers when a new attendee record who indicates they want to book you is created.
Try ItNew Attendee
Triggers when a new attendee record with email address and other contact information is created.
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
New Email Opt In
Triggers when a new attendee record who indicates they want to be part of your mailing list is created.
Try ItNew Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone 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)
