LeadConnector + UpViral
"add or update LeadConnector opportunities when new UpViral leads arrive"
Easily manage your sales opportunities with this streamlined workflow. Whenever a new lead comes in from UpViral, the system will instantly create or update the corresponding opportunity in LeadConnector, keeping your sales pipeline up-to-date. By eliminating the need for repetitive data entry, this workflow lets you focus more on closing deals and building customer relationships.
Easily manage your sales opportunities with this streamlined workflow. Whenever a new lead comes in from UpViral, the system will instantly create or update the corresponding opportunity in LeadConnector, keeping your sales pipeline up-to-date. By eliminating the need for repetitive data entry, this workflow lets you focus more on closing deals and building customer relationships.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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CampaignRequired
Try ItCampaignRequired
Email AddressRequired
Name
CampaignRequired
EmailRequired
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
CampaignRequired
Try ItCampaignRequired
Email AddressRequired
PointsRequired
In 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
