Formilla + LeadConnector
Create and update opportunities in LeadConnector from new chat transcripts in Formilla
Harness the power of this workflow to streamline your lead management process. When a chat transcript is generated in Formilla, it will swiftly initiate the addition or update of an opportunity in LeadConnector. This seamless connection eliminates manual data entry, ensuring your team keeps pace with new leads and opportunities effortlessly. Boost your sales efficiency and never miss out on a potential client with this practical automation.
Harness the power of this workflow to streamline your lead management process. When a chat transcript is generated in Formilla, it will swiftly initiate the addition or update of an opportunity in LeadConnector. This seamless connection eliminates manual data entry, ensuring your team keeps pace with new leads and opportunities effortlessly. Boost your sales efficiency and never miss out on a potential client with this practical automation.
- When this happens...Chat Transcript
Triggers when a chat ends.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Chat Transcript
Triggers when a chat ends.
Try ItOffline Email
Triggers when a new offline email is submitted.
Try ItFirst 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)
New Subscriber
Triggers when a new subscriber is submitted.
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
