Loading

IRIS CRM + LeadConnector

Update LeadConnector opportunities when lead statuses are updated in IRIS CRM

Boost your sales process with this efficient workflow. When a lead status is updated in IRIS CRM, an opportunity is instantly created or updated in LeadConnector. This process ensures that every change in your lead's status is efficiently mirrored as an opportunity in LeadConnector, saving you time and maintaining consistency across your sales platforms. It's an ideal solution for sales teams that rely on seamless updates and management of leads and opportunities.

Boost your sales process with this efficient workflow. When a lead status is updated in IRIS CRM, an opportunity is instantly created or updated in LeadConnector. This process ensures that every change in your lead's status is efficiently mirrored as an opportunity in LeadConnector, saving you time and maintaining consistency across your sales platforms. It's an ideal solution for sales teams that rely on seamless updates and management of leads and opportunities.

  1. When this happens...
    IRIS CRMIRIS CRM
    Lead Status Updated

    Triggers when a lead's status is updated.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Previous StatusRequired

    • New StatusRequired

    Trigger
    Instant
    Try It
  • IRIS CRM triggers, actions, and search

    Lead Deleted

    Triggers when a lead is deleted.

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
iris-crm logo
iris-crm logo

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Learn more

Related categories

  • Payment Processing
leadconnector logo

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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