Add new Real Geeks leads to LeadConnector as opportunities
Improve your lead management by harnessing this automation. When a new lead is introduced in Real Geeks, it will add or update the opportunity in LeadConnector. This streamlines your process, ensuring that all opportunities are promptly and accurately documented, leading to better lead tracking and follow-up. Spend less time updating records and more time engaging with your potential customers.
Improve your lead management by harnessing this automation. When a new lead is introduced in Real Geeks, it will add or update the opportunity in LeadConnector. This streamlines your process, ensuring that all opportunities are promptly and accurately documented, leading to better lead tracking and follow-up. Spend less time updating records and more time engaging with your potential customers.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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