LeadConnector + mySalesman
Add LeadConnector opportunities when new mySalesman budget quotes are created
When a new budget quote is generated in the mySalesman platform, a corresponding opportunity will be created in LeadConnector.
When a new budget quote is generated in the mySalesman platform, a corresponding opportunity will be created in LeadConnector.
- When this happens...New Budget Quote Created
Triggers when new budget quotes are created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Start DateRequired
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
In 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
