RepCard integration with LeadConnector
How to Create and manage new contacts in LeadConnector from RepCard updates
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create and manage new contacts in LeadConnector from RepCard updates" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate RepCard integrations
RepCard actions
Nekton can use any feature that is available in RepCard API.
Using our advanced AI, you can easily create custom automations for RepCard.
Here are some typical actions you can do in your automated workflows.
Create Contact
This will create a contact in RepCard.
Create User
This will create a user in RepCard.
Update Contact
This will update a contact in RepCard.
Add Event Ticket
This will add the ticket to RepCard for the selected Event.
Create Registration
This will create an event registration and create a user in RepCard if not exists.
Send Repcard to a Contact
This will send your RepCard link along with your message.
About RepCard
RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.