Create new LeadConnector opportunities from placed GrazeCart orders
Streamline your sales process with this seamless workflow. Once an order is placed in GrazeCart, it will seamlessly create or update an opportunity in LeadConnector. This not only saves time but also eliminates manual data entry errors, allowing your team to focus on converting leads instead of managing them. This process ensures that every opportunity is tracked effectively for optimal sales management.
Streamline your sales process with this seamless workflow. Once an order is placed in GrazeCart, it will seamlessly create or update an opportunity in LeadConnector. This not only saves time but also eliminates manual data entry errors, allowing your team to focus on converting leads instead of managing them. This process ensures that every opportunity is tracked effectively for optimal sales management.
- When this happens...Order Placed
Triggers when a new order is placed that meets any configured criteria.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Customer Registered
Triggers when a new customer registers on your site.
Try ItDelivery Methods
Sales Channels
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)
Delivery Methods
Sales Channels
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