Dealfront + LeadConnector
Manage recurring leads in Dealfront by adding or updating opportunities in LeadConnector
Stay on top of your sales pipeline by streamlining your lead management process. With this workflow, whenever a recurring lead occurs in the Dealfront app, you can instantly add or update that opportunity in LeadConnector. This ensures you never miss a potential sale by promptly acting on each opportunity. Boost your efficiency and seize every potential deal with this seamless integration.
Stay on top of your sales pipeline by streamlining your lead management process. With this workflow, whenever a recurring lead occurs in the Dealfront app, you can instantly add or update that opportunity in LeadConnector. This ensures you never miss a potential sale by promptly acting on each opportunity. Boost your efficiency and seize every potential deal with this seamless integration.
- When this happens...Recurring Lead
Triggers when a lead matching your criteria visits your site again. Visit information on the trigger contains data of the first visit during that day.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
