97Display + LeadConnector
Create opportunities in LeadConnector for new leads from 97Display
Easily manage your new leads from 97Display by seamlessly updating opportunities in LeadConnector with this efficient workflow. Whenever a new lead is created in 97Display, this automation will add or update the opportunity in LeadConnector, ensuring you stay organized and can focus on closing deals. Simplify your lead management process and save time with this convenient integration.
Easily manage your new leads from 97Display by seamlessly updating opportunities in LeadConnector with this efficient workflow. Whenever a new lead is created in 97Display, this automation will add or update the opportunity in LeadConnector, ensuring you stay organized and can focus on closing deals. Simplify your lead management process and save time with this convenient integration.
- When this happens...New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
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
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Type
Date Created
Interest Program
Tags
Source
Program Id
First 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
CampaignRequired
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
