LeadConnector + Optix
Create new LeadConnector opportunities from new Optix leads
When a new lead is captured in Optix, this workflow promptly creates or updates an opportunity in LeadConnector. Reduce manual data entry and ensure that LeadConnector is always updated with the latest lead details from Optix. Streamline your lead management process with this efficient workflow.
When a new lead is captured in Optix, this workflow promptly creates or updates an opportunity in LeadConnector. Reduce manual data entry and ensure that LeadConnector is always updated with the latest lead details from Optix. Streamline your lead management process with this efficient workflow.
- When this happens...New Lead
Triggers when a new lead is added to an organization. It has 1 hour delay, and it won’t be triggered if a lead becomes an active member within that period.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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