LeadConnector + SetSchedule
Create new LeadConnector contacts from new SetSchedule opportunities
When a new opportunity arises in SetSchedule, this workflow ensures the immediate addition or update of the relevant contact details in LeadConnector. This seamless process helps in organizing your leads in a convenient, time-efficient manner, effectively addressing the challenge of manual data entry and fostering robust lead management. Shaping a more reliable and productive environment for sales and marketing endeavors.
When a new opportunity arises in SetSchedule, this workflow ensures the immediate addition or update of the relevant contact details in LeadConnector. This seamless process helps in organizing your leads in a convenient, time-efficient manner, effectively addressing the challenge of manual data entry and fostering robust lead management. Shaping a more reliable and productive environment for sales and marketing endeavors.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
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
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
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
