Loading

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.

  1. When this happens...
    OptixOptix
    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.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • VenueRequired

    Trigger
    Instant
    Try It
    • VenueRequired

    Trigger
    Instant
    Try It
    • VenueRequired

    Trigger
    Instant
    Try It
    • VenueRequired

    Trigger
    Instant
    Try It
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
optix logo

About Optix

Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.

Related categories