LeadConnector + WS Form
Create new LeadConnector opportunities from new WS Form submissions
Turn each new submission in WS Form into a fresh opportunity in LeadConnector. This workflow takes submissions from your WS Form and converts them into opportunities on the LeadConnector platform. It's an efficient solution for businesses that want to leverage every interaction into a potential business prospect, promptly and seamlessly.
Turn each new submission in WS Form into a fresh opportunity in LeadConnector. This workflow takes submissions from your WS Form and converts them into opportunities on the LeadConnector platform. It's an efficient solution for businesses that want to leverage every interaction into a potential business prospect, promptly and seamlessly.
- When this happens...New Submission
Triggers when a form is submitted.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Submission
Triggers when a form is submitted.
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
