CliqForms + LeadConnector
Create opportunities in LeadConnector from new leads in LeadGen App
Effortlessly keep track of new leads from the LeadGen App by integrating it with LeadConnector. This automated workflow ensures that every time a new lead is generated within the LeadGen App, it will create or update an opportunity in the LeadConnector platform. Manage your sales pipeline seamlessly and improve your response time with this efficient solution.
Effortlessly keep track of new leads from the LeadGen App by integrating it with LeadConnector. This automated workflow ensures that every time a new lead is generated within the LeadGen App, it will create or update an opportunity in the LeadConnector platform. Manage your sales pipeline seamlessly and improve your response time with this efficient solution.
- When this happens...New Lead
Triggers when New Lead is received from Leadgen App.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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FormRequired
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
Date of Birth
Workflow IDRequired
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
