LeadConnector + Parsio
Parse new Parsio documents and update opportunities in LeadConnector
Improve your sales process by automatically updating potential client opportunities in your LeadConnector platform whenever a document is parsed in Parsio. This efficient workflow solution helps your team stay updated with real-time changes, eliminating manual data entry and encouraging prompt responses. Boost your lead management productivity and ensure no opportunity slips through the cracks.
Improve your sales process by automatically updating potential client opportunities in your LeadConnector platform whenever a document is parsed in Parsio. This efficient workflow solution helps your team stay updated with real-time changes, eliminating manual data entry and encouraging prompt responses. Boost your lead management productivity and ensure no opportunity slips through the cracks.
- When this happens...Document Parsed
Triggers when a document is parsed (new or old document). If a document contains table fields, they will be passed as nested arrays.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
MailboxRequired
Try ItMailboxRequired
Try ItMailboxRequired
FilenameRequired
DocumentRequired
Custom Payload (optional)
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
MailboxRequired
Try ItMailboxRequired
TableRequired
Try ItIn 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
