LeadConnector + Wiza
Update opportunities in LeadConnector when new contacts are synced in Wiza
Streamline your sales pipeline by efficiently managing contacts from Wiza within LeadConnector. As soon as a contact is synced in Wiza, this workflow effortlessly updates or creates new opportunities in LeadConnector. This means you won't miss out on any prospects, giving you the freedom to focus on nurturing relationships and closing deals.
Streamline your sales pipeline by efficiently managing contacts from Wiza within LeadConnector. As soon as a contact is synced in Wiza, this workflow effortlessly updates or creates new opportunities in LeadConnector. This means you won't miss out on any prospects, giving you the freedom to focus on nurturing relationships and closing deals.
- When this happens...Contact Synced
Triggers when you sync a contact from Wiza (individually or part of a list).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Contact Synced
Triggers when you sync a contact from Wiza (individually or part of a list).
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
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
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
Phone Number
Email
First Name
Last Name
Full Name
