LeadConnector + Poptin
Create and manage opportunities in LeadConnector for new leads in Poptin
Elevate your customer engagement with this effective workflow. When you acquire a new lead in Poptin, it creates or updates an opportunity in LeadConnector without your intervention. This seamless process ensures your team keeps a constant focus on potential opportunities, enhancing your ability to convert leads into potential sales swiftly.
Elevate your customer engagement with this effective workflow. When you acquire a new lead in Poptin, it creates or updates an opportunity in LeadConnector without your intervention. This seamless process ensures your team keeps a constant focus on potential opportunities, enhancing your ability to convert leads into potential sales swiftly.
- When this happens...New Lead
Triggers when a new lead is created through a Poptin conversion.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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PoptinRequired
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
Date of Birth
Workflow IDRequired
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
In 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
