Bucket.io 2.0 + LeadConnector
Create and update LeadConnector opportunities for new Bucket.io 2.0 leads
Effortlessly manage new leads from Bucket.io 2.0 by creating or updating opportunities in LeadConnector with this streamlined workflow. Once set up, whenever a new lead is added in Bucket.io 2.0, this automation will either add a new opportunity or update an existing one in LeadConnector, ensuring your sales pipeline stays up-to-date and organized. Spend less time manually transferring data and more time engaging with potential customers.
Effortlessly manage new leads from Bucket.io 2.0 by creating or updating opportunities in LeadConnector with this streamlined workflow. Once set up, whenever a new lead is added in Bucket.io 2.0, this automation will either add a new opportunity or update an existing one in LeadConnector, ensuring your sales pipeline stays up-to-date and organized. Spend less time manually transferring data and more time engaging with potential customers.
- When this happens...New Lead
Triggers when a new lead is created in the funnel.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Funnel Verification TokenRequired
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
