Add new leads from Real Geeks to campaign in LeadConnector
Streamline your lead management process with this easy automation. When a new lead registers in your Real Geeks system, this workflow springs into action to add that new lead to a campaign in the LeadConnector app. Simplify your sales funnel and ensure consistent follow-ups every time a new lead comes into your business.
Streamline your lead management process with this easy automation. When a new lead registers in your Real Geeks system, this workflow springs into action to add that new lead to a campaign in the LeadConnector app. Simplify your sales funnel and ensure consistent follow-ups every time a new lead comes into your business.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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SiteRequired
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
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
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
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