LeadConnector + Xero
Create and manage LeadConnector opportunities from new Xero contacts
This workflow activates when you add a new contact in Xero, then it proceeds to add or update an opportunity in LeadConnector. By smoothly linking the creation of contacts with opportunities, this process facilitates a more efficient customer management schedule. Plus, this automation not only saves time but also ensures that your LeadConnector stays updated with every fresh prospect from your Xero account.
This workflow activates when you add a new contact in Xero, then it proceeds to add or update an opportunity in LeadConnector. By smoothly linking the creation of contacts with opportunities, this process facilitates a more efficient customer management schedule. Plus, this automation not only saves time but also ensures that your LeadConnector stays updated with every fresh prospect from your Xero account.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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