Groundwork + LeadConnector
Create and manage new LeadConnector opportunities when new Groundwork videoleads are submitted
Whenever a new video lead is submitted in Groundwork, this workflow can instantly add or update an opportunity in LeadConnector. It streamlines your business operation by ensuring your leads are readily available in your LeadConnector for swift follow-ups. Boost your team's productivity while eliminating the need to manually transfer lead data between the two platforms.
Whenever a new video lead is submitted in Groundwork, this workflow can instantly add or update an opportunity in LeadConnector. It streamlines your business operation by ensuring your leads are readily available in your LeadConnector for swift follow-ups. Boost your team's productivity while eliminating the need to manually transfer lead data between the two platforms.
- When this happens...New VideoLead Submitted
Triggers when a lead has submitted a project video.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Survey
Try ItSurveyRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Defer Survey
Send Survey At
Street Number 1
Street Number 2
City
State
Zip
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)
Survey
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
