BoothBook + LeadConnector
Add or update opportunities in LeadConnector for new leads in BoothBook
When a new lead is captured in BoothBook, this workflow directly ensures it's added or updated as an opportunity in LeadConnector. This process eliminates manual data entry, ensuring no leads are overlooked, improving efficiency and saving valuable time. As a result, you can focus on turning potential buyers into actual customers. It's a seamless bridge between BoothBook and LeadConnector that radically simplifies lead management.
When a new lead is captured in BoothBook, this workflow directly ensures it's added or updated as an opportunity in LeadConnector. This process eliminates manual data entry, ensuring no leads are overlooked, improving efficiency and saving valuable time. As a result, you can focus on turning potential buyers into actual customers. It's a seamless bridge between BoothBook and LeadConnector that radically simplifies lead management.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Event Type
Triggers when a new event type is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last Name
Company
E-mailRequired
Telephone
Mobile Telephone
Customer Street Address
Customer City
Customer Postcode
Event Date
Event Time Start
Event Time End
Event Name
Event Type
Venue Name
Venue Street Address
Venue Postcode
Pipeline Status
Additional Notes
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
New Booking
Triggers when a new booking is submitted.
Try ItPayment TypeRequired
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
