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involve.me + LeadConnector

Create and update LeadConnector opportunities from new completed involve.me submissions

Efficiently manage your sales pipeline with this workflow that connects involve.me and LeadConnector. Whenever a new completed submission occurs in involve.me, an opportunity is added or updated in LeadConnector. This automation streamlines your lead tracking process, ensuring you stay on top of potential business opportunities.

Efficiently manage your sales pipeline with this workflow that connects involve.me and LeadConnector. Whenever a new completed submission occurs in involve.me, an opportunity is added or updated in LeadConnector. This automation streamlines your lead tracking process, ensuring you stay on top of potential business opportunities.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • involve.me ProjectRequired

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
involveme logo
involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn moreHelp

Related categories

  • Forms & Surveys

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier