Create and update opportunities in LeadConnector for every new lead in Networx
Easily keep your sales opportunities up to date with this automation that connects Networx and LeadConnector. Each time a new lead is recorded within Networx, an opportunity is added or updated in LeadConnector. This keeps your sales pipeline in perfect harmony with your latest lead data, saving you manual entry time and ensuring no potential customer slips through the cracks.
Easily keep your sales opportunities up to date with this automation that connects Networx and LeadConnector. Each time a new lead is recorded within Networx, an opportunity is added or updated in LeadConnector. This keeps your sales pipeline in perfect harmony with your latest lead data, saving you manual entry time and ensuring no potential customer slips through the cracks.
- When this happens...New Lead
Triggers when a new lead is received.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead is received.
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
Phone Number
Email
First Name
Last Name
Full Name
Lead IDRequired
Client IDRequired
Is SuccessRequired
Webhook ResponseRequired
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)
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