LeadConnector + Perspective
Create opportunities in LeadConnector for new leads via funnel in Perspective
Effortlessly manage your sales pipeline by connecting Perspective and LeadConnector. With this workflow, every time a new lead is added through a funnel in Perspective, an opportunity will be created or updated in LeadConnector. Streamline your sales process and ensure all potential clients are followed up with, saving you time and increasing your chances of success.
Effortlessly manage your sales pipeline by connecting Perspective and LeadConnector. With this workflow, every time a new lead is added through a funnel in Perspective, an opportunity will be created or updated in LeadConnector. Streamline your sales process and ensure all potential clients are followed up with, saving you time and increasing your chances of success.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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FunnelRequired
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
Phone Number
Email
First Name
Last Name
Full Name
FunnelRequired
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
CampaignRequired
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
