LeadConnector + Spotio
Create and update LeadConnector opportunities from new Spotio appointments
Easily manage your sales opportunities with this efficient workflow that connects Spotio and LeadConnector. When a new appointment is created in Spotio, it will seamlessly add or update an opportunity in LeadConnector, ensuring you never miss out on vital information required to close deals. Stay organized and keep your sales pipeline updated with this time-saving automation.
Easily manage your sales opportunities with this efficient workflow that connects Spotio and LeadConnector. When a new appointment is created in Spotio, it will seamlessly add or update an opportunity in LeadConnector, ensuring you never miss out on vital information required to close deals. Stay organized and keep your sales pipeline updated with this time-saving automation.
- When this happens...Appointment Created
Triggers when appointment for lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
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Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
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