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LeadConnector + Posh

LeadConnector + Posh

LeadConnector + Posh integrations

Create and update opportunities in LeadConnector after receiving new messages in Posh

Stay on top of your sales game with this streamlined workflow. When a new message appears in Posh, it prompts an immediate add or update of an opportunity in LeadConnector. This ensures you don't miss out on potential leads and can manage your opportunities more efficiently, improving your sales conversion rates.

  1. When this happens...
    Message
    Message
    MessageTriggers when agent takes a message on behalf of you.
    TriggerInstant
  2. automatically do this!
    Add/Update Opportunity
    Add/Update Opportunity
    Add/Update OpportunityAdds or updates an existing opportunity.
    ActionWrite
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More things you can do with Posh and LeadConnector

Discover other triggers and actions you can use with Posh and LeadConnector

    • Delivery
      Required
    • Account
      Required
    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Title
    • Business
    • Phone Number
      Required
    • Extension
    • Phone Type
    • Email
    • Email Type
    Action
    Write
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Location
      Required
    • Phone Number
      Required
    • Request
      Required
    Action
    Write
    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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Related categories
Marketing Automation
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posh logo
posh logo
About Posh
Posh is a virtual receptionist service.
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Related categories
Communication