Update LeadConnector contacts for new Avoma conversations
Stale contact records can slow your team down at the worst possible moment. This automation updates the matching contact in LeadConnector each time a conversation is completed in Avoma, keeping your pipeline data fresh and your follow-up efforts grounded in the latest interaction.
- When this happens...New ConversationTriggers when a new conversation (call or meeting) is processed by Avoma.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Avoma and LeadConnector
Discover other triggers and actions you can use with Avoma and LeadConnector
- New Conversation
Triggers when a new conversation (call or meeting) is processed by Avoma.
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
- External IDRequired
- Caller Phone NumberRequired
- Recipient Phone NumberRequired
- User EmailRequired
- Recording URLRequired
- SourceRequired
- DirectionRequired
- Start TimeRequired
- EmailRequired
- Name
- Caller Name
- Name of the recipient
- Was the call answered?
ActionWrite- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite
Avoma is an AI platform that automates meeting notes, coaching, and forecasting with Conversation & Revenue Intelligence to help teams move faster and smarter
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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