LeadConnector + Timely
LeadConnector + Timely
LeadConnector + Timely integrations
Create and manage opportunities in LeadConnector with every new customer trigger in Timely
Elevate your efficiency with this workflow! Instantly update or add a new opportunity in LeadConnector when a customer-based event occurs in Timely. It not only saves your time but also ensures that all your business opportunities are tracked promptly and correctly. Gain an edge by streamlining your workflows and capturing all potential leads with this automation.
- When this happens...Customer TriggerTriggers on any new or updated customer.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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- 14 day trial for premium features & apps
More things you can do with Timely and LeadConnector
Discover other triggers and actions you can use with Timely and LeadConnector
- Customer Trigger
Triggers on any new or updated customer.
Try ItTriggerPolling - First 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
ActionWrite- Workflow IDRequired
- 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)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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