Giddyup + LeadConnector
Create or update LeadConnector opportunities when new Giddyup job events occur
Optimize your lead management process with this automation between Giddyup and LeadConnector. When a new job event occurs in Giddyup, relevant opportunity details are instantly updated or added in LeadConnector. This workflow enhances timeliness and accuracy, ensuring you never miss an opportunity and stay on top of your sales process effortlessly.
Optimize your lead management process with this automation between Giddyup and LeadConnector. When a new job event occurs in Giddyup, relevant opportunity details are instantly updated or added in LeadConnector. This workflow enhances timeliness and accuracy, ensuring you never miss an opportunity and stay on top of your sales process effortlessly.
- When this happens...Job Event
This is a job event trigger and will trigger based on your rules configuration in your GiddyUp account.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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NameRequired
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
Create Workflow
Creates a new workflow in Giddyup based on your integration settings.
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
