LeadConnector + Popl
Create and update LeadConnector opportunities from new Popl leads for any team member
Stay on top of your incoming leads from the Popl app by creating opportunities in the LeadConnector app with this effective workflow. As soon as a new lead is detected in Popl for any team member, an opportunity will be added or updated in LeadConnector. This streamlined process not only improves your lead management but also boosts your overall team efficiency.
Stay on top of your incoming leads from the Popl app by creating opportunities in the LeadConnector app with this effective workflow. As soon as a new lead is detected in Popl for any team member, an opportunity will be added or updated in LeadConnector. This streamlined process not only improves your lead management but also boosts your overall team efficiency.
- When this happens...New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
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)
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
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
