LeadConnector + Seamless.AI
Create and update LeadConnector opportunities from new Seamless AI contacts
Effortlessly manage new contacts and opportunities with this seamless workflow between Seamless AI and LeadConnector. When a new contact is added in Seamless AI, this automation will create or update an opportunity in LeadConnector, ensuring your sales pipeline stays up to date and organized. Stay focused on building relationships while this time-saving process handles the busy work for you.
Effortlessly manage new contacts and opportunities with this seamless workflow between Seamless AI and LeadConnector. When a new contact is added in Seamless AI, this automation will create or update an opportunity in LeadConnector, ensuring your sales pipeline stays up to date and organized. Stay focused on building relationships while this time-saving process handles the busy work for you.
- When this happens...New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
Lists
Company Industry
Company Size
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
Lists
Email
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
