Create or Update Lead

SoftVu provides marketing automation solutions that help businesses streamline their marketing communication processes. This activity is used to create a new lead or update an existing lead in SoftVu. To achieve this, add this activity to your canvas, and configure it. Select the appropriate connection for SoftVu. If you haven’t created a connection, select ‘Add new’ to create one.

In the ‘Status’ field, specify if the lead is new or an existing one. Provide the source of the lead, e.g., Web, and the ‘Product’, if available. You are required to mention the email address of the agent who brought the lead in the ‘Agent’ field. Next, provide the recipient’s name, email address, mailing address, and phone numbers. Lastly, you need to supply the external source and id of the lead. The source is a string identifying the system where the lead resides, and the id is a value which is unique to that system. 

Once you enter all the details related to the lead, click ‘Done’ and run the flow. This will create a new lead or update an existing one in your SoftVu account. 

create-or-update-lead

Output:
  • output-arrow softvu-128 Create or Update Lead
    • left-triangle id string