LeadConnector + SavvyCal
Create LeadConnector opportunities from new SavvyCal events
Effortlessly manage new events in SavvyCal with this time-saving workflow. When a new event is scheduled in SavvyCal, an opportunity in LeadConnector will be automatically added or updated, keeping your sales pipeline organized and up-to-date. Stay focused on building relationships and closing deals instead of manually transferring data between systems.
Effortlessly manage new events in SavvyCal with this time-saving workflow. When a new event is scheduled in SavvyCal, an opportunity in LeadConnector will be automatically added or updated, keeping your sales pipeline organized and up-to-date. Stay focused on building relationships and closing deals instead of manually transferring data between systems.
- When this happens...New Event
Triggers when a new event is scheduled.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Scheduling Links
Try ItScheduling Links
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
Scheduling Links
Try ItWorkflowRequired
ActionRequired
Try ItFirst 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)
