BatchLeads + LeadConnector
Manage updated BatchLeads properties by adding or updating opportunities in LeadConnector when phone numbers become available
Automate your lead tracking process by efficiently linking BatchLeads and LeadConnector. Whenever a property in BatchLeads is skip traced - and the phone number is available - this workflow ensures a corresponding opportunity is promptly added or updated in LeadConnector. This seamless process not only saves time but also ensures you don't miss out on valuable leads.
Automate your lead tracking process by efficiently linking BatchLeads and LeadConnector. Whenever a property in BatchLeads is skip traced - and the phone number is available - this workflow ensures a corresponding opportunity is promptly added or updated in LeadConnector. This seamless process not only saves time but also ensures you don't miss out on valuable leads.
- When this happens...Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Try ItNew Property Added
Triggers when a new property is added.
Try ItProperty Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Try ItFrom Date
Try It
From Date
Try ItProperty Is Opted Out
Triggers when a property is Opted out.
Try ItProperty Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Try ItSMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Try It
