LeadConnector + SalesRabbit
"manage new or updated leads in SalesRabbit by adding or updating opportunities in LeadConnector"
Keep your sales process streamlined and efficient with this workflow. Whenever there's a new or updated lead in SalesRabbit, it will instantly add or update an opportunity in the LeadConnector. This way, you can ensure consistency and accuracy of data while focusing more on closing deals.
Keep your sales process streamlined and efficient with this workflow. Whenever there's a new or updated lead in SalesRabbit, it will instantly add or update an opportunity in the LeadConnector. This way, you can ensure consistency and accuracy of data while focusing more on closing deals.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
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
Date Of Birth
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
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
