Groundwork + LeadConnector integrations
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.
- When this happens...New VideoLead SubmittedTriggers when a lead has submitted a project video.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Groundwork and LeadConnector
Discover other triggers and actions you can use with Groundwork and LeadConnector
- Survey
Try ItTriggerPolling- SurveyRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Defer Survey
- Send Survey At
- Street Number 1
- Street Number 2
- City
- State
- Zip
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
- Survey
Try ItTriggerPolling- 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
Related categories
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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