LeadConnector + Scarlett Network
Update LeadConnector opportunities when Scarlett Network deals are updated
Effortlessly keep your sales opportunities up-to-date with this seamless workflow between Scarlett Network and LeadConnector. When a deal is updated in Scarlett Network, this automation will create or update an opportunity in LeadConnector. Say goodbye to manual data entry and enjoy a more streamlined sales process.
Effortlessly keep your sales opportunities up-to-date with this seamless workflow between Scarlett Network and LeadConnector. When a deal is updated in Scarlett Network, this automation will create or update an opportunity in LeadConnector. Say goodbye to manual data entry and enjoy a more streamlined sales process.
- When this happens...Deal Updated
Triggers when deal is saved.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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AgentsRequired
Try ItAgentsRequired
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
AgentsRequired
Try ItAgentsRequired
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)
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Scarlett Network
Scarlett is a broker in a box software as a service solution tailored for mortgage brokers and lenders. Some its features include; point of sale, Compliance and Payroll