BoloForms + LeadConnector
Create opportunities in LeadConnector from new responses in BoloForms
When a fresh response is received in BoloForms, ensure nothing slips through the cracks by applying this workflow. It helps to create or update opportunities in LeadConnector instantly, assisting in swift follow-ups and keeping your sales pipeline up to date. This seamless communication between your form responses and lead management ensures efficiency and enhances your conversion potential.
When a fresh response is received in BoloForms, ensure nothing slips through the cracks by applying this workflow. It helps to create or update opportunities in LeadConnector instantly, assisting in swift follow-ups and keeping your sales pipeline up to date. This seamless communication between your form responses and lead management ensures efficiency and enhances your conversion potential.
- When this happens...New Form Response
Triggers when a new form response is filled.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Choose Your Form NameRequired
Try ItChoose your templateRequired
Try ItChooose Your FormRequired
Send ToRequired
Mail Subject
Add a Message
Sender Name
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
Choose PDF signature documentRequired
Try ItSelect Your Template
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
