Formaloo + LeadConnector
Add or update LeadConnector opportunities for new Formaloo response rows
Streamline your lead management process with this simple workflow. When a new response is received in Formaloo, it instantly updates or adds an opportunity in LeadConnector. This efficient automation ensures you never miss a potential lead again, helping you keep your sales pipeline updated at all times.
Streamline your lead management process with this simple workflow. When a new response is received in Formaloo, it instantly updates or adds an opportunity in LeadConnector. This efficient automation ensures you never miss a potential lead again, helping you keep your sales pipeline updated at all times.
- When this happens...New Response (Row)
Triggers when the row is submitted.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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FormRequired
Try ItFormRequired
Try ItIn 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
FormRequired
Try ItFormRequired
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
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)
