Dealfront + LeadConnector
Manage new Dealfront leads by adding or updating opportunities in LeadConnector
Enhance your efficiency and manage your new leads from Dealfront with ease using this streamlined process. As soon as a lead appears in Dealfront, this workflow ensures it's promptly available in LeadConnector. By speeding up lead management, you ensure no opportunity slips through the cracks and can devote more time to higher-priority tasks.
Enhance your efficiency and manage your new leads from Dealfront with ease using this streamlined process. As soon as a lead appears in Dealfront, this workflow ensures it's promptly available in LeadConnector. By speeding up lead management, you ensure no opportunity slips through the cracks and can devote more time to higher-priority tasks.
- When this happens...New Lead
Triggers when a new lead is tracked for the first time (leads are tracked hourly).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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AccountRequired
Custom FeedRequired
Try ItAccountRequired
Search FieldRequired
Search ValueRequired
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)
AccountRequired
Custom FeedRequired
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
