Happierleads + LeadConnector
Manage new Happierleads leads by updating opportunities in LeadConnector
Start streamlining your sales efforts with this intuitive, SEO-optimized workflow. When a new lead is captured in Happierleads, it will swiftly create or update an opportunity in LeadConnector. This efficient process eliminates manual data entry, ensuring that you can focus more on closing deals and less on administrative tasks. Benefit from consistent, timely updates in your sales pipeline and improve the effectiveness of your lead management.
Start streamlining your sales efforts with this intuitive, SEO-optimized workflow. When a new lead is captured in Happierleads, it will swiftly create or update an opportunity in LeadConnector. This efficient process eliminates manual data entry, ensuring that you can focus more on closing deals and less on administrative tasks. Benefit from consistent, timely updates in your sales pipeline and improve the effectiveness of your lead management.
- When this happens...New Lead
Triggers when a new lead is Identified by Happierleads.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
New Lead
Triggers when a new lead is Identified by Happierleads.
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
