Create and update LeadConnector opportunities for new Interact leads
Efficiently manage your new leads from Interact by automatically updating or adding opportunities in LeadConnector. This workflow ensures a seamless integration between the two apps, allowing you to stay organized and promptly respond to new prospects. Save time, enhance your sales process, and keep your pipeline up-to-date with this streamlined automation.
Efficiently manage your new leads from Interact by automatically updating or adding opportunities in LeadConnector. This workflow ensures a seamless integration between the two apps, allowing you to stay organized and promptly respond to new prospects. Save time, enhance your sales process, and keep your pipeline up-to-date with this streamlined automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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QuizRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
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
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body