Launch27 + LeadConnector

Create and manage opportunities in LeadConnector when new quotes are created in Launch27

Stay on top of your sales opportunities with this efficient workflow. Whenever a new quote is created in Launch27, it instantly updates or adds an opportunity in LeadConnector. This streamlines your task of managing potential leads, ensuring no opportunity is missed and adequately fostering your business growth.

When this happens...
Quote Created
Triggered when Quote is created.
TriggerInstant
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Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Booking Assignment Changed
Triggered when L27 Booking's team assignment changes.
Trigger
Instant
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Booking Completed
Triggers when a Booking is completed.
Trigger
Instant
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Booking Restored
Triggered when Launch27 Booking is restored.
Trigger
Instant
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New Customer
Triggers when a Customer is created.
Trigger
Instant
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Quote Created
Triggered when Quote is created.
Trigger
Instant
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- 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
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

Booking Cancelled
Triggered when Launch27 Booking is cancelled.
Trigger
Instant
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New Booking
Triggers when a Booking is created.
Trigger
Instant
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Booking Updated
Triggers when a Booking is updated.
Trigger
Instant
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Customer Updated
Triggers when a Customer is updated.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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