LeadConnector + Schedule by Zapier
Manage every month with Schedule by Zapier to add or update opportunities in LeadConnector
Boost your sales process using this efficient monthly workflow. Whenever a new month starts, it identifies and propels potential leads within LeadConnector, removing the monotonous task of regular manual data entry. This way, you can focus more on turning those prospects into customers. Count on this solution to nurture growth each month in a seamless manner.
Boost your sales process using this efficient monthly workflow. Whenever a new month starts, it identifies and propels potential leads within LeadConnector, removing the monotonous task of regular manual data entry. This way, you can focus more on turning those prospects into customers. Count on this solution to nurture growth each month in a seamless manner.
- When this happens...Every Month
Triggers every month, on the day(s) selected.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
Frequency TypeRequired
Interval
Start DateRequired
Time of DayRequired
Try ItTime Offset
Trigger on weekends?
Try ItDay of the WeekRequired
Time of DayRequired
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
Date Of Birth
Time of DayRequired
Trigger on weekends?
Try ItDay of the MonthRequired
Time of DayRequired
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
