LeadConnector + Wurkzen

Create new opportunities in LeadConnector from qualified deals in Wurkzen

Stay ahead of the competition with this effective and efficient workflow. When a qualified deal comes through in Wurkzen, it instantly updates or adds an opportunity in LeadConnector. Not only does this keep your records up to date, but it ensures that every promising lead is immediately visible to your team. No more missed opportunities, better productivity, and enhanced efficiency, this workflow delivers real-time solutions for your business.

When this happens...
Rainmaker Qualified DealTriggers when Rainmaker qualifies a lead so you can send the qualified deal to your CRM or other apps
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Wurkzen and LeadConnector

Discover other triggers and actions you can use with Wurkzen and LeadConnector

Rainmaker New Appointment
Triggers when Rainmaker books a new appointment so you can send it to your CRM or other apps
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Destination pipeline
  Required
- Customer First Name
  Required
- Customer Last Name
  Required
- Customer Email
  Required
- Customer Phone Number
- Default Deal Value
- Description
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write

- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Pipeline
  Required
Trigger
Instant
Try It
- Phone Campaign
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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About Wurkzen

Wurkzen's AI-powered sales management platform tracks sales team performance, analyzes customer engagement, and includes a fully customizable CRM.

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Related categories

Sales & CRM

Related Zap Templates

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