LeadConnector + WildJar
Manage new WildJar phone calls by adding or updating contacts in LeadConnector
Enhance your lead management process with this workflow. When a new phone call occurs in WildJar, it prompts LeadConnector to instantly update or add the relevant contact details. This process not only simplifies the management of leads but also reduces the risk of overlooking crucial information.
Enhance your lead management process with this workflow. When a new phone call occurs in WildJar, it prompts LeadConnector to instantly update or add the relevant contact details. This process not only simplifies the management of leads but also reduces the risk of overlooking crucial information.
- When this happens...New Phone Call
Triggers when a call has finished.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Account
Tracking Number
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
Phone Number
Email
First Name
Last Name
Full Name
Account NumberRequired
RecipientRequired
Message ContentRequired
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
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
