involve.me + LeadConnector
Create opportunities in LeadConnector from new completed submissions in involve.me
Streamline your sales process with this efficient workflow. Whenever a new submission is completed in involve.me, it will pave the way for an opportunity to be added or updated in LeadConnector. This automation will help you manage your sales funnel more effectively, ensuring no leads fall through the cracks.
Streamline your sales process with this efficient workflow. Whenever a new submission is completed in involve.me, it will pave the way for an opportunity to be added or updated in LeadConnector. This automation will help you manage your sales funnel more effectively, ensuring no leads fall through the cracks.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItOrganizationRequired
EmailRequired
TagRequired
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
OrganizationRequired
EmailRequired
OrganizationRequired
EmailRequired
TagRequired
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)
