LeadConnector + Timely
Create and manage opportunities in LeadConnector with every new customer trigger in Timely
Elevate your efficiency with this workflow! Instantly update or add a new opportunity in LeadConnector when a customer-based event occurs in Timely. It not only saves your time but also ensures that all your business opportunities are tracked promptly and correctly. Gain an edge by streamlining your workflows and capturing all potential leads with this automation.
Elevate your efficiency with this workflow! Instantly update or add a new opportunity in LeadConnector when a customer-based event occurs in Timely. It not only saves your time but also ensures that all your business opportunities are tracked promptly and correctly. Gain an edge by streamlining your workflows and capturing all potential leads with this automation.
- When this happens...Customer Trigger
Triggers on any new or updated customer.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Customer Trigger
Triggers on any new or updated customer.
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
