Elements Financial Advisor Tools + LeadConnector
Elements Financial Advisor Tools + LeadConnector
Elements Financial Advisor Tools + LeadConnector integrations
Manage new prospects in Elements Financial Advisor Tools by adding or updating opportunities in LeadConnector
Easily manage your business opportunities with this streamlined workflow. Once a new prospect is detected within the Elements Financial Advisor Tools platform, the information given is instantly transported into the LeadConnector as it creates or updates the opportunity. All you need is to do is turn it on and watch it simplify the process of handling your leads, leaving you more time to secure deals.
- When this happens...New ProspectTriggers when a new prospect is added to Elements.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Elements Financial Advisor Tools and LeadConnector
Discover other triggers and actions you can use with Elements Financial Advisor Tools and LeadConnector
- New Prospect
Triggers when a new prospect is added to Elements.
Try ItTriggerPolling - 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
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