Create or update LeadConnector opportunities when new orders are placed in Pic-Time
When a new order is placed in Pic-Time, this workflow is set into motion, adding or updating an opportunity in LeadConnector. This not only keeps your sales funnel updated but also ensures no lead falls through the cracks. Streamline the process of lead management and improve efficiency with this workflow.
When a new order is placed in Pic-Time, this workflow is set into motion, adding or updating an opportunity in LeadConnector. This not only keeps your sales funnel updated but also ensures no lead falls through the cracks. Streamline the process of lead management and improve efficiency with this workflow.
- When this happens...New Order Placed
Triggers when a new order is placed in your Pic-Time account.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Gallery Visitor
Triggers when a new visitor is entering your Pic-Time galleries.
Try ItProject Email Sent
Triggers and an email is sent to a user in the project
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
New Order Placed
Triggers when a new order is placed in your Pic-Time account.
Try ItGallery nameRequired
Gallery URL
Brand Name
Gallery Template
Gallery Date
Client Email
Client's Full Name
An external identifier for the gallery
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)