LeadConnector + Talkroute
Update opportunities in LeadConnector when Talkroute phone calls are completed
Streamline your communication and sales processes with this handy workflow. As soon as a phone call has been completed in Talkroute, an opportunity is added or updated in LeadConnector. This automation ensures all your phone interactions are properly tracked and utilized for nurturing leads, improving your efficiency, and taking your relationship-building efforts to the next level.
Streamline your communication and sales processes with this handy workflow. As soon as a phone call has been completed in Talkroute, an opportunity is added or updated in LeadConnector. This automation ensures all your phone interactions are properly tracked and utilized for nurturing leads, improving your efficiency, and taking your relationship-building efforts to the next level.
- When this happens...Phone Call Completed
Triggers when a phone call is completed.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Text Message
Triggers when a new text message is created.
Try ItPhone Call Completed
Triggers when a phone call is completed.
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)
New Voice Message
Triggers when a new voice message is received.
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
