LeadConnector + LEX Reception
Create and manage opportunities in LeadConnector when new messages arrive in LEX Reception
When a new message arrives in your LEX Reception app, this workflow will swiftly update or create an opportunity in LeadConnector. Enhance your opportunity management and never miss a potential lead from an incoming message. Simplify and streamline your process with this efficient automation.
When a new message arrives in your LEX Reception app, this workflow will swiftly update or create an opportunity in LeadConnector. Enhance your opportunity management and never miss a potential lead from an incoming message. Simplify and streamline your process with this efficient automation.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Message
Triggers when a new message is taken.
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
