Elements Financial Advisor Tools + LeadConnector
Manage new prospects in Elements Financial Advisor Tools by adding or updating opportunities in LeadConnector
Easily manage your business opportunities with this streamlined workflow. Once a new prospect is detected within the Elements Financial Advisor Tools platform, the information given is instantly transported into the LeadConnector as it creates or updates the opportunity. All you need is to do is turn it on and watch it simplify the process of handling your leads, leaving you more time to secure deals.
Easily manage your business opportunities with this streamlined workflow. Once a new prospect is detected within the Elements Financial Advisor Tools platform, the information given is instantly transported into the LeadConnector as it creates or updates the opportunity. All you need is to do is turn it on and watch it simplify the process of handling your leads, leaving you more time to secure deals.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Prospect
Triggers when a new prospect is added to Elements.
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
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
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
Phone Number
Email
First Name
Last Name
Full Name
