iNCOM Canada + LeadConnector
Create and manage opportunities in LeadConnector from new leads in iNCOM Canada
Streamline your sales process with this workflow that springs into action when a new lead surfaces in the iNCOM Canada app. Saving you time and effort, it immediately initiates an add or update opportunity within the LeadConnector app. This efficient process ensures your leads are always up-to-date and your opportunities stay managed seamlessly. Boost your productivity and stay on top of your sales game with this vital automation.
Streamline your sales process with this workflow that springs into action when a new lead surfaces in the iNCOM Canada app. Saving you time and effort, it immediately initiates an add or update opportunity within the LeadConnector app. This efficient process ensures your leads are always up-to-date and your opportunities stay managed seamlessly. Boost your productivity and stay on top of your sales game with this vital automation.
- When this happens...New Lead
Triggers when a new lead or contact is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead or contact is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Postal code
City
state
Lead Notes
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)
Existing Lead Activity
Triggers when an existing lead or contact takes new action on the website.
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
