HigherGov + LeadConnector
Create opportunities in LeadConnector whenever new pursuits are added in HigherGov
Streamline your sales process with this workflow. When a new pursuit is added in HigherGov, an opportunity will be instantly added or updated in LeadConnector. Say goodbye to manual data entry and ensure your sales opportunities are always up-to-date with this seamless automation. Enhance productivity and improve your sales efficiency with this convenient process.
Streamline your sales process with this workflow. When a new pursuit is added in HigherGov, an opportunity will be instantly added or updated in LeadConnector. Say goodbye to manual data entry and ensure your sales opportunities are always up-to-date with this seamless automation. Enhance productivity and improve your sales efficiency with this convenient process.
- When this happens...Pursuit Added
Triggers when a pursuit has been added to the pipeline.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Pursuit Added
Triggers when a pursuit has been added to the pipeline.
Try ItFirst 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
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)
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
In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
