Zapier > Leads > Additional Fields

At the moment when using the Leads trigger the following data is supplied:

  • Employee ID

  • Employee Name

  • code

  • Lead Name

I would like it to collect the client and contact details associated with the lead, as well as other relevant lead information such as the survey type (tracking category).

  • Client Name

  • Client Email address

  • Client telephone number

  • Client contact name

  • Client contact email address

  • Client contact telephone number

  • Client contact tracking category

  • Project Fee Value

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Upvoters
Status

Pending

Board

πŸ’‘ Feature Requests

Date

About 3 hours ago

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