Create new opportunities in LeadConnector from new contacts in FRONTLEAD
Keep track of new interactions easily with this streamlined workflow. Whenever a new contact is added in FRONTLEAD, the process ensures the relevant up-to-date opportunity is created or updated in LeadConnector. This automation saves the time and effort of manual data entry, allowing you to focus on cultivating your leads. With every fresh connection, you're a step closer to your business objectives.
Keep track of new interactions easily with this streamlined workflow. Whenever a new contact is added in FRONTLEAD, the process ensures the relevant up-to-date opportunity is created or updated in LeadConnector. This automation saves the time and effort of manual data entry, allowing you to focus on cultivating your leads. With every fresh connection, you're a step closer to your business objectives.
- 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 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