LeadConnector + LocaliQ
Add or update LeadConnector opportunities when new contacts are created in LocaliQ
With this workflow, whenever a new contact is created in LocaliQ, it's conveniently transferred to LeadConnector as an added or updated opportunity. This integration aids in maintaining up-to-date information across both platforms. This ensures you are always working with the most current data, leading to a better-managed and more efficient sales process.
With this workflow, whenever a new contact is created in LocaliQ, it's conveniently transferred to LeadConnector as an added or updated opportunity. This integration aids in maintaining up-to-date information across both platforms. This ensures you are always working with the most current data, leading to a better-managed and more efficient sales process.
- When this happens...New Contacts
Triggers when a new contact is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Global Master Advertiser IdRequired
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
Global Master Advertiser IdRequired
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)
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
