CallPage + LeadConnector
Manage CallPage events by adding or updating LeadConnector opportunities
Streamline your lead management with this smart workflow. When a call event occurs on CallPage, it swiftly adds or updates an opportunity in LeadConnector. This efficient system eliminates manual data entry, ensuring no potential leads fall through the cracks. Use this workflow to advance your sales process and boost productivity.
Streamline your lead management with this smart workflow. When a call event occurs on CallPage, it swiftly adds or updates an opportunity in LeadConnector. This efficient system eliminates manual data entry, ensuring no potential leads fall through the cracks. Use this workflow to advance your sales process and boost productivity.
- When this happens...Call Event
Triggers when there is a new call event. You can select one of the multiple events available.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
Widget or numberRequired
EventRequired
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
Widget or numberRequired
Phone NumberRequired
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
