Create or update LeadConnector opportunities from new LeadQuizzes 3 form submissions
Boost your efficiency with this streamlined workflow. When a new form submission occurs in LeadQuizzes 3, the details are instantly used to add or update an opportunity in LeadConnector. This process saves time and ensures no lead detail is missed, enhancing your lead management process.
Boost your efficiency with this streamlined workflow. When a new form submission occurs in LeadQuizzes 3, the details are instantly used to add or update an opportunity in LeadConnector. This process saves time and ensures no lead detail is missed, enhancing your lead management process.
- When this happens...New Form Submission
Triggers when a new form is submitted. This is an advanced trigger!
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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ContentRequired
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
Phone Number
Email
First Name
Last Name
Full Name
ContentRequired
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
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