LeadConnector + WildJar
Create opportunities in LeadConnector from new phone calls in WildJar
When a new phone call comes in through your WildJar service, leverage this workflow to seamlessly add or update an opportunity in LeadConnector. This setup enables you to capture lead information promptly, ensuring no opportunity is missed. Enjoy a streamlined process that efficiently manages your customer interactions from phone call to potential lead conversion.
When a new phone call comes in through your WildJar service, leverage this workflow to seamlessly add or update an opportunity in LeadConnector. This setup enables you to capture lead information promptly, ensuring no opportunity is missed. Enjoy a streamlined process that efficiently manages your customer interactions from phone call to potential lead conversion.
- When this happens...New Phone Call
Triggers when a call has finished.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Account
Tracking Number
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
Phone Number
Email
First Name
Last Name
Full Name
Account NumberRequired
RecipientRequired
Message ContentRequired
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
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)
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
