Convertlabs + LeadConnector
Create new LeadConnector opportunities from new Convertlabs leads
With this workflow, whenever a new lead is identified in Convertlabs, a corresponding update takes place in LeadConnector, eliminating the requirement for manual data entry. This streamlines your lead management system, maintaining productivity levels. It's a simple solution to keep your lead pipeline running without any interruptions.
With this workflow, whenever a new lead is identified in Convertlabs, a corresponding update takes place in LeadConnector, eliminating the requirement for manual data entry. This streamlines your lead management system, maintaining productivity levels. It's a simple solution to keep your lead pipeline running without any interruptions.
- When this happens...New Lead
Triggers when a new lead is captured.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Booking
Triggers when a new booking takes place
Try ItNew Lead
Triggers when a new lead is captured.
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
New Booking Customer
Triggers when a new booking customer is registered by the very first time
Try ItEmail Marketing ListRequired
First Name
EmailRequired
Phone Number
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
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)
