Add or update LeadConnector opportunities when new emails are parsed in Mailparser
Effortlessly manage your sales leads with this efficient workflow. Upon receiving a parsed email in Mailparser, it promptly adds or updates an opportunity in the LeadConnector platform. This seamless process ensures your sales opportunities are always current and reduces the risk of missing potential deals, thereby streamlining your lead management process.
Effortlessly manage your sales leads with this efficient workflow. Upon receiving a parsed email in Mailparser, it promptly adds or updates an opportunity in the LeadConnector platform. This seamless process ensures your sales opportunities are always current and reduces the risk of missing potential deals, thereby streamlining your lead management process.
- When this happens...New Email Parsed (One Request Per Email)
Triggers when a new email is parsed in an inbox, and create one request for one email.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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InboxRequired
Try ItIn 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
InboxRequired
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
Campaign 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