Interactive Calculator + LeadConnector
Manage new submissions in Interactive Calculator by adding or updating opportunities in LeadConnector
Strengthen your lead prospects with this interactive and seamless workflow. When a new submission is made with Line Items in your Interactive Calculator app, it instantly updates or creates an opportunity in your LeadConnector app. This efficient process eliminates the need for manual data transfer, ensuring your leads are promptly attended to, boosting your chances of conversion.
Strengthen your lead prospects with this interactive and seamless workflow. When a new submission is made with Line Items in your Interactive Calculator app, it instantly updates or creates an opportunity in your LeadConnector app. This efficient process eliminates the need for manual data transfer, ensuring your leads are promptly attended to, boosting your chances of conversion.
- When this happens...New Submission (With Line Items)
Triggers when a new submission is made, contains Line Items also (if available).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Get CalculatorRequired
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
Get CalculatorRequired
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
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)
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
