AnswerConnect + LeadConnector
Create and update LeadConnector opportunities from new AnswerConnect messages
Whenever a new message pops up in AnswerConnect, this automation instantly creates or updates an opportunity in LeadConnector. It's a perfect solution for those looking to ensure their sales opportunities are always updated and accurate. No more time wasted manually transferring data, let this workflow streamline your lead management process swiftly and effortlessly.
Whenever a new message pops up in AnswerConnect, this automation instantly creates or updates an opportunity in LeadConnector. It's a perfect solution for those looking to ensure their sales opportunities are always updated and accurate. No more time wasted manually transferring data, let this workflow streamline your lead management process swiftly and effortlessly.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
New Message
Triggers when a new message is taken.
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
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
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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
