LeadConnector + MoonClerk
Create and update LeadConnector opportunities from new MoonClerk recurring plans
Easily manage new recurring plans in MoonClerk by instantly creating or updating opportunities in LeadConnector. With this workflow, you can ensure your sales team stays informed on the latest subscription updates and can focus their efforts on closing deals. It's a seamless way to streamline your sales process and maintain accurate records across both platforms.
Easily manage new recurring plans in MoonClerk by instantly creating or updating opportunities in LeadConnector. With this workflow, you can ensure your sales team stays informed on the latest subscription updates and can focus their efforts on closing deals. It's a seamless way to streamline your sales process and maintain accurate records across both platforms.
- When this happens...New Plan
Triggers when a new recurring plan is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
