Jills Office + LeadConnector
Create and manage opportunities in LeadConnector for each new contact in Jills Office
Elevate your lead management efficiency with the seamless interplay between Jills Office and LeadConnector. When a new contact emerges in Jills Office, it instantaneously creates or refreshes an opportunity in LeadConnector, providing your sales team with critical updates. This automatic, single-step approach ensures optimum lead management, keeping your sales pipeline up to speed at all times.
Elevate your lead management efficiency with the seamless interplay between Jills Office and LeadConnector. When a new contact emerges in Jills Office, it instantaneously creates or refreshes an opportunity in LeadConnector, providing your sales team with critical updates. This automatic, single-step approach ensures optimum lead management, keeping your sales pipeline up to speed at all times.
- 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 Action Item
Triggers when a new action item is created.
Try ItFirst Name
Last Name
Email
Phone NumberRequired
SourceRequired
More information
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)
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
