LeadConnector + TeamBuildr
Create and manage LeadConnector opportunities for new TeamBuildr registrations
Enhance your team management with this workflow. Whenever there's a new registration in TeamBuildr, it seamlessly creates or updates an opportunity in LeadConnector. This procedure connects your team-building efforts directly to potential leads, ensuring no opportunity is missed. It's a simple yet powerful way to streamline your business operations.
Enhance your team management with this workflow. Whenever there's a new registration in TeamBuildr, it seamlessly creates or updates an opportunity in LeadConnector. This procedure connects your team-building efforts directly to potential leads, ensuring no opportunity is missed. It's a simple yet powerful way to streamline your business operations.
- When this happens...New Registration
Triggers when a new subscriber registers via a program page. This occurs prior to a program being purchased.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
Select AccountRequired
Try ItSelect AccountRequired
Try ItSelect AccountRequired
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
Select AccountRequired
Try ItSelect AccountRequired
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
