involve.me + LeadConnector
Manage new involve.me submissions by adding or updating opportunities in LeadConnector
Boost your lead management process by automating data transfer between involve.me and LeadConnector. With this workflow, once a submission is completed in involve.me, it will promptly add or update the opportunity information in LeadConnector. It's an efficient way to keep your lead funnels updated, saving time and ensuring seamless interactions with potential clients.
Boost your lead management process by automating data transfer between involve.me and LeadConnector. With this workflow, once a submission is completed in involve.me, it will promptly add or update the opportunity information in LeadConnector. It's an efficient way to keep your lead funnels updated, saving time and ensuring seamless interactions with potential clients.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
involve.me FunnelRequired
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
