Using a webhook with Zapier or in advanced cases, other programs using API management solutions is possible with Lead Connector. With webhooks, you can export/import data to and from Lead Connector with another platform or system. This is useful if
The Event Start Date action allows you to build automation around a specific date & time. Once you set the Event Start Date, the items in that workflow can be sent with that day and time using the ‘before’ and
If you are currently managing Facebook ads, using the Facebook Conversions API with Lead Connector’s Workflow feature can significantly improve your analysis of ad performance. Relying solely on the Facebook Pixel for metrics like conversion rates, cost per lead, and
The “Go To” action in workflows is a powerful tool that allows you to redirect a contact to a different point within a workflow. This feature is particularly useful for managing complex workflows where you need to dynamically direct contacts
Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next Workflow step. This can be useful for many reasons, from appointment bookings/reminders to follow-ups. Now, let’s look at how to set up
The Manual Call Event creates a queue so someone logs into Lead Connector, they can view a call list and utilize the call function to call through that list. Whether you’re making cold calls, following up with leads, or managing
The Manual SMS Action within a workflow allows users to create a task to send a personalised SMS message to a lead at a time that suits them. This feature is especially useful when you want to ensure that the
The Math Operation action in workflows is a powerful tool for automating various business calculations and tasks. By allowing users to perform arithmetic operations on numeric, monetary, and date fields, this feature helps streamline workflows and automate key business processes,
Adding a task to contact an assigned user can be automated. For example, you could add the tag “ultimate task” to a contact, which would cause the system to automatically add this task to the assigned user’s contact page and
Adding a note to a specific contact can be automated. Let’s say that your lead submitted a form with a custom field and you want that information to also appear in the notes area for visibility, including additional instructions for
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