LeadConnector + WildJar
LeadConnector + WildJar
LeadConnector + WildJar integrations
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 this happens...New Phone CallTriggers when a call has finished.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with WildJar and LeadConnector
Discover other triggers and actions you can use with WildJar and LeadConnector
- Account
- Tracking Number
Try ItTriggerInstant- 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
- Account NumberRequired
- RecipientRequired
- Message ContentRequired
ActionWrite- 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
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About WildJar
WildJar’s call tracking and intelligence platform helps businesses by connecting phone calls to a customer’s digital journey.
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