EnergySage + LeadConnector
EnergySage + LeadConnector
EnergySage + LeadConnector integrations
Manage new or updated EnergySage leads by adding or updating opportunities in LeadConnector
Streamline your prospect management process with this intuitive workflow. Whenever there's a new or updated lead in EnergySage, this workflow creates or updates a corresponding opportunity in LeadConnector. By ensuring no potential client is overlooked, this workflow enhances your sales operations, improves lead administration, and boosts the likelihood of successful client interactions.
- When this happens...New or Updated LeadTriggers when a lead is created or updated.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with EnergySage and LeadConnector
Discover other triggers and actions you can use with EnergySage and LeadConnector
- New or Updated Lead
Triggers when a lead is created or updated.
Try ItTriggerInstant - 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
- Market Property UUID
- Funnel StateRequired
- Street AddressRequired
- City
- State
- Zip Code
- First Name
- Last Name
- Alias email
- Installation Size [kW]
- Installation Cost
- Includes Battery
- Includes Roofing
ActionWrite- 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
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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