LeadConnector + Objectionly
Upload and manage transcripts in Objectionly when pipeline stages change in LeadConnector
When a lead's stage changes in LeadConnector, instantly upload the call transcript to Objectionly. This workflow enhances your lead management process by ensuring that all relevant call information is immediately available in Objectionly for more effective objection handling and lead nurturing. Make your sales process smarter and more efficient with this seamless data transfer.
When a lead's stage changes in LeadConnector, instantly upload the call transcript to Objectionly. This workflow enhances your lead management process by ensuring that all relevant call information is immediately available in Objectionly for more effective objection handling and lead nurturing. Make your sales process smarter and more efficient with this seamless data transfer.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Upload Call Transcript
Upload a call transcript and metadata for processing.
- Free forever for core features
- 14 day trial for premium features & apps
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
Call titleRequired
TranscriptRequired
Rep emailRequired
Rep name
Call dateRequired
Call duration (minutes)
Description / summary
External meeting reference
First 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
