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LeadConnector + mySalesman

LeadConnector + mySalesman

LeadConnector + mySalesman integrations

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.

  1. When this happens...
    New Budget Quote Created
    New Budget Quote Created
    New Budget Quote CreatedTriggers when new budget quotes are created.
    TriggerPolling
  2. automatically do this!
    Add/Update Opportunity
    Add/Update Opportunity
    Add/Update OpportunityAdds or updates an existing opportunity.
    ActionWrite
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More things you can do with mySalesman and LeadConnector

Discover other triggers and actions you can use with mySalesman and LeadConnector

    • Start Date
      Required
    Trigger
    Polling
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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Marketing Automation
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About mySalesman
mySalesman is a lead qualification tool for residential construction contractors.
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Related categories
Sales & CRM