LeadConnector + Wheel of Popups
Create and manage new opportunities in LeadConnector for every new lead on Wheel of Popups
Manage your new leads more efficiently with this workflow. Once a new lead is acquired in the Wheel of Popups app, it directly creates or updates an opportunity in the LeadConnector app. This immediate transfer of data not only reduces manual effort but also ensures that no potential clients are missed out. Use this seamless process to enhance customer engagement and sales conversion.
Manage your new leads more efficiently with this workflow. Once a new lead is acquired in the Wheel of Popups app, it directly creates or updates an opportunity in the LeadConnector app. This immediate transfer of data not only reduces manual effort but also ensures that no potential clients are missed out. Use this seamless process to enhance customer engagement and sales conversion.
- When this happens...New Lead
Triggers when a new lead is collected.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead is collected.
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
New Email Subscriber
(Legacy trigger) Triggers when a new email is collected in Wheel of Popups.
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
