iDecide + LeadConnector
Update opportunities in LeadConnector whenever new decides finish in iDecide
Streamline your sales pipeline with this easy workflow between iDecide and LeadConnector. Once an iDecide transaction is completed, this automation instantly updates or adds an opportunity in LeadConnector. It's an efficient solution to keep track of sales opportunities in real-time while saving you from the manual data entry.
Streamline your sales pipeline with this easy workflow between iDecide and LeadConnector. Once an iDecide transaction is completed, this automation instantly updates or adds an opportunity in LeadConnector. It's an efficient solution to keep track of sales opportunities in real-time while saving you from the manual data entry.
- When this happens...iDecide Finished
Triggers when a viewer finishes watching your iDecide.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
iDecideRequired
Try ItViewer's NameRequired
Viewer's Email Address
Viewer's Phone Number
Viewer's CRM-specific ID
iDecide PresentationRequired
In 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
iDecideRequired
Try ItiDecide PresentationRequired
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
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)
