BizConnect + LeadConnector
Create new LeadConnector opportunities from newly added BizConnect contacts
Streamline your lead management process with this BizConnect and LeadConnector integration. Every time a new contact is added in BizConnect, an opportunity will be added or updated in LeadConnector. This automation enables prompt response to potential clients, keeping your sales pipeline updated and effective. Save time and stay on top of your business opportunities without manual data transfers.
Streamline your lead management process with this BizConnect and LeadConnector integration. Every time a new contact is added in BizConnect, an opportunity will be added or updated in LeadConnector. This automation enables prompt response to potential clients, keeping your sales pipeline updated and effective. Save time and stay on top of your business opportunities without manual data transfers.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Contact
Triggers when a new contact is created.
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
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
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
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
