LeadConnector + ProspectX
Update and manage opportunities in LeadConnector whenever opportunity updates occur in ProspectX
Simplify your sales workflow by instantly updating your LeadConnector every time an opportunity is updated in the ProspectX app. This streamlined process ensures your team keeps an eye on the most current prospect data, boosting efficiency and accuracy. It’s an effective solution for those looking to close sales quicker and manage leads more effectively.
Simplify your sales workflow by instantly updating your LeadConnector every time an opportunity is updated in the ProspectX app. This streamlined process ensures your team keeps an eye on the most current prospect data, boosting efficiency and accuracy. It’s an effective solution for those looking to close sales quicker and manage leads more effectively.
- When this happens...Opportunity Update
Trigger of new opportunity created
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Opportunity Update
Trigger of new opportunity created
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
New Opportunity
Creates a New Opportunity
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
