KonnektiveCRM + LeadConnector
Add new KonnektiveCRM orders to LeadConnector as opportunities
When a new order arrives in KonnektiveCRM, streamline your process with this workflow that instantly updates or adds an opportunity in LeadConnector. Eliminate manual data transfer between the two applications, allowing you to focus more on growing your business. This automation facilitates efficient lead management, enhancing your customer relationship management practices.
When a new order arrives in KonnektiveCRM, streamline your process with this workflow that instantly updates or adds an opportunity in LeadConnector. Eliminate manual data transfer between the two applications, allowing you to focus more on growing your business. This automation facilitates efficient lead management, enhancing your customer relationship management practices.
- When this happens...New Order
Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Customer
Triggers when a new customer is created.
Try ItTransaction TypeRequired
Product
Try ItCampaignRequired
Quality Assurance
Phone NumberRequired
Email AddressRequired
First NameRequired
Last NameRequired
Street AddressRequired
Street Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
Shipping InformationRequired
Product IdRequired
Product Quantity
Product Price
Product Ship Price
Ship First Name
Ship Last Name
Ship Street Address
Ship Street Address 2
Ship City
Ship Country
Ship State
Ship Zip Code
Contact Opt In
Email Opt In
Marketing Opt In
In PipelineRequired
Moved to Stage
Try It
Campaign
Order Type
Upsell
Campaign Product Id
Try ItCampaignRequired
Email AddressRequired
Phone Number
First NameRequired
Last NameRequired
Street AddressRequired
Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
Ship First Name
Ship Last Name
Ship Street Address
Ship Address 2
Ship City
Ship Country
Ship State
Ship Zip Code
Contact Opt In
Email Opt In
Marketing Opt In
CampaignRequired
Session Id
Quality Assurance
Phone Number
Email AddressRequired
First NameRequired
Last NameRequired
Street AddressRequired
Street Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
ProductRequired
Product Quantity
Product Price
Product Ship Price
Product 2
Product 2 Quantity
Product 2 Price
Product 2 Ship Price
Product 3
Product 3 Quantity
Product 3 Price
Product 3 Ship Price
Shipping InformationRequired
Ship First Name
Ship Last Name
Ship Street Address
Ship Street Address 2
Ship Country
Ship State
Ship City
Ship Zip Code
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Contact Opt In
Email Opt In
Marketing Opt In
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
