LeadConnector + Nimbata
Create or update LeadConnector opportunities when new calls are detected in Nimbata
Ensure no call in Nimbata goes unnoticed with this helpful workflow. Once activated, it springs into action every time a new call comes in, instantly creating or updating an opportunity inside LeadConnector. This seamless process allows for instant lead management, providing a smoother sales process and saving valuable time.
Ensure no call in Nimbata goes unnoticed with this helpful workflow. Once activated, it springs into action every time a new call comes in, instantly creating or updating an opportunity inside LeadConnector. This seamless process allows for instant lead management, providing a smoother sales process and saving valuable time.
- When this happens...New Call
Triggers when an inbound call to one of your tracking numbers is completed. It includes post call fields (e.g. Caller ID, Source, Duration, etc.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Call
Triggers when an inbound call to one of your tracking numbers is completed. It includes post call fields (e.g. Caller ID, Source, Duration, etc.
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
