Create and update opportunities in LeadConnector from new qualified leads in Verse
Manage your sales pipeline seamlessly with this handy workflow that springs into action when there's a new qualified lead in Verse. It directly updates the opportunity within your LeadConnector app, letting you stay on top of your leads without investing extra time or efforts. This automation ensures that every prospect is timely acknowledged and nothing slips through the cracks, helping you maintain an efficient sales process.
Manage your sales pipeline seamlessly with this handy workflow that springs into action when there's a new qualified lead in Verse. It directly updates the opportunity within your LeadConnector app, letting you stay on top of your leads without investing extra time or efforts. This automation ensures that every prospect is timely acknowledged and nothing slips through the cracks, helping you maintain an efficient sales process.
- When this happens...New Qualified Lead
Trigger when a lead has been qualified.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead Activity
Trigger when a new activity on a lead is added.
Try ItNew Qualified Lead
Trigger when a lead has been qualified.
Try ItEnd Conversation (Qualify)
End conversation and qualify a lead.
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
New Lead Created
Trigger when a lead has been created.
Try ItNew Unqualified Lead
Trigger when a lead has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Lead Type
Street Address
City
State
Postal Code
Additional Notes
Lead Source
External Lead Id
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
Lead Converted
Lead Conversion Amount
First Name
Last Name
Email
Street Address
City
State
Postal Code
External Lead Id
Lead Type
Additional Notes
Lead Source
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields