LeadConnector + Leadinfo
Update opportunities in LeadConnector when new triggers occur in Leadinfo
When a new lead is captured in Leadinfo, ensure that you never miss an opportunity by having LeadConnector instantly add or update it in its system. This workflow helps you maintain consistent and up-to-date information across both platforms. Save time and effort, streamline your lead management process, and maximize your lead conversion potential.
When a new lead is captured in Leadinfo, ensure that you never miss an opportunity by having LeadConnector instantly add or update it in its system. This workflow helps you maintain consistent and up-to-date information across both platforms. Save time and effort, streamline your lead management process, and maximize your lead conversion potential.
- When this happens...Trigger
Triggers when a configured trigger inside Leadinfo is matched
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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LeadbotRequired
ComponentRequired
Try ItShare
Triggers when a company is manually shared in the Inbox
Try ItIn 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
Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Try ItTrigger
Triggers when a configured trigger inside Leadinfo is matched
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
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)
