DashClicks + LeadConnector
Add and update opportunities in LeadConnector for every new inbound lead in DashClicks
Streamline your sales process with this workflow. When you get a new lead in DashClicks, it instantly updates or adds an opportunity in the LeadConnector app. This process enhances your lead management and ensures no promising contacts slip through the cracks. Stay on top of your sales game with this streamlined workflow.
Streamline your sales process with this workflow. When you get a new lead in DashClicks, it instantly updates or adds an opportunity in the LeadConnector app. This process enhances your lead management and ensures no promising contacts slip through the cracks. Stay on top of your sales game with this streamlined workflow.
- When this happens...New Lead (Inbound)
Triggers when an new lead enters a selected campaign.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItNew Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItWhich pipeline should we watch for new deals?Required
Try ItWhich pipeline should we watch for deal status changes?Required
When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Try It
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItPerson Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItWhich pipeline should we watch for deal stage changes?Required
When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Try ItWhich funnel should we watch for optins?Required
When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Try It
