CallTrackingMetrics + LeadConnector
Create LeadConnector opportunities from new CallTrackingMetrics calls
Streamline your sales process by connecting CallTrackingMetrics with LeadConnector. With this workflow, every time a new call is registered in CallTrackingMetrics, an opportunity is added or updated in LeadConnector, ensuring that your sales team can efficiently manage leads and follow up with prospects. Simplify your lead tracking process and stay on top of your sales game with this seamless integration.
Streamline your sales process by connecting CallTrackingMetrics with LeadConnector. With this workflow, every time a new call is registered in CallTrackingMetrics, an opportunity is added or updated in LeadConnector, ensuring that your sales team can efficiently manage leads and follow up with prospects. Simplify your lead tracking process and stay on top of your sales game with this seamless integration.
- When this happens...New Call
Triggers when you receive a new call.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Call
Triggers when you receive a new call.
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
