EventTemple + LeadConnector

Create and manage LeadConnector opportunities whenever new accounts are created in EventTemple

Whenever a new account is created in EventTemple, this workflow keeps your sales pipeline updated by channeling this information directly into LeadConnector. It's an effective strategy to manage your leads and ensure that every potential deal receives the attention it needs. By reducing manual data entry, it streamlines your business processes and helps you maximize sales opportunities.

When this happens...
Account Created
Triggers when an account is created.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
- Account NameRequired
- Key Account
- Travel Agent Account
- Website
- Email
- Phone Number
- Fax Number
- IATA Number
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zipcode
- Address Country
- Address Country Code
Action
Write
- OrganizationRequired
- Full NameRequired
- Email
- Phone Number
- Job Title
- Notes
Action
Write
- OrganizationRequired
- EventTemple IDRequired
- Account Name
- Key Account
- Travel Agent Account
- Website
- Email
- Phone Number
- Fax Number
- IATA Number
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zipcode
- Address Country
- Address Country Code
Action
Write
- OrganizationRequired
- EventTemple IDRequired
- Full Name
- Email
- Phone Number
- Job Title
Action
Write
- OrganizationRequired
- Search TermRequired
Action
Search
- OrganizationRequired
- Search TermRequired
Action
Search
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write

- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
- StageRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- OrganizationRequired
- EventTemple IDRequired
- StatusRequired
Action
Write
- OrganizationRequired
- NameRequired
- StatusRequired
- Notes
- StageRequired
- Referral Source
- Booking Type
- Assignee
- Contact's Full Name
- Contact's Email
- Contact's Phone Number
- Contact's Job Title
- Deal Value
- Start Date
- End Date
Action
Write
- OrganizationRequired
- Task NameRequired
- Task Due DateRequired
- Task Duration in Seconds
- Task Result
- Task Description
- Booking ID
- Account ID
- Contact ID
- User ID
Action
Write
- OrganizationRequired
- EventTemple IDRequired
- Name
- Referral Source
- Booking Type
- StageRequired
- Status
- Deal Value
Action
Write
- OrganizationRequired
- EventTemple IDRequired
- Task Name
- Task Due Date
- Task Duration in Seconds
- Task Result
- Task Description
Action
Write
- OrganizationRequired
- Search TermRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write