InsuranceXDate + LeadConnector
Add or update contacts in LeadConnector when new company flags are created in InsuranceXDate
Data entry cutting into your sales process? This integration can help, automatically adding or updating a contact in LeadConnector when you save a business on InsuranceXDate, getting prospects into your pipeline faster with more time to dedicate to sales activity.
Data entry cutting into your sales process? This integration can help, automatically adding or updating a contact in LeadConnector when you save a business on InsuranceXDate, getting prospects into your pipeline faster with more time to dedicate to sales activity.
- When this happens...New Company Flags
Triggers when a new company flag is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Save
Contacted
Quoting
Written
Nextyear
Followup
Appt
Try ItUidRequired
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
UidRequired
NameRequired
AddressRequired
StateRequired
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)
