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 project.
- 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 ProjectRequired
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
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
