LeadConnector + WeTravel
Update LeadConnector opportunities with new WeTravel transactions
Streamline your sales process with this easy workflow. When a new transaction occurs in WeTravel, it swiftly creates or updates an opportunity in LeadConnector. This means you can instantly react to each new sale, ensuring no potential lead falls through the cracks. Simplify your sales follow-up process and save time using this automation.
Streamline your sales process with this easy workflow. When a new transaction occurs in WeTravel, it swiftly creates or updates an opportunity in LeadConnector. This means you can instantly react to each new sale, ensuring no potential lead falls through the cracks. Simplify your sales follow-up process and save time using this automation.
- When this happens...New Transaction
Triggers when a new transaction is added.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Lead Updated
Triggers when a lead gets updated
Try ItNew Lead
Triggers when a new lead is created.
Try ItTransaction Updated
Triggers whenever a transaction is updated, such as when rebooking to another trip.
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
New Customer
Triggers when a new customer is added.
Try ItNew Transaction
Triggers when a new transaction is added.
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
