LeadConnector + Qwilr
Create and update LeadConnector opportunities when new Qwilr projects are published
Streamline your project management and sales process by connecting Qwilr to LeadConnector. When a project gets published in Qwilr, this workflow will seamlessly create or update an opportunity in LeadConnector. Save time, reduce manual work, and ensure your sales team always has the latest information on potential business deals.
Streamline your project management and sales process by connecting Qwilr to LeadConnector. When a project gets published in Qwilr, this workflow will seamlessly create or update an opportunity in LeadConnector. Save time, reduce manual work, and ensure your sales team always has the latest information on potential business deals.
- When this happens...Project Published
Triggers when a project is published.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Project Accepted
Triggers when a project is accepted.
Try ItProject First Viewed
Triggers when a project is first viewed.
Try ItCreate Project
Creates a new project.
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
New Project
Triggers when a project is first created.
Try ItProject Published
Triggers when a project is published.
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
