LeadConnector + QuoteRUSH
"update opportunities in LeadConnector when leads are modified in QuoteRUSH"
Enhance lead management effectiveness with this smart workflow. As soon as a lead undergoes modifications in QuoteRUSH, the changes are immediately mirrored in LeadConnector by the update or addition of an opportunity. This convenient process ensures your sales opportunities are consistently aligned with your leads, saving you time and boosting your productivity.
Enhance lead management effectiveness with this smart workflow. As soon as a lead undergoes modifications in QuoteRUSH, the changes are immediately mirrored in LeadConnector by the update or addition of an opportunity. This convenient process ensures your sales opportunities are consistently aligned with your leads, saving you time and boosting your productivity.
- When this happens...Lead Modified
This trigger polls for modified leads.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Lead Modified
This trigger polls for modified leads.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Gender
Date of Birth
Email Address
Phone Number
Credit Permission (Yes or No)
Assumed Credit Score
Marital Status
Industry
Occupation
Mailing Address (Line 1)
Mailing Address (Line 2)
Mailing City
Mailing State
Mailing Zipcode
Type of Homeowner's Policy
Property Address (Line 1)
Property Address (Line 2)
Property City
Property State
Property Zipcode
New Purchase
Co-Applicant First Name
Co-Applicant Middle Name
Co-Applicant Last Name
Co-Applicant Gender
Co-Applicant Date of Birth (mm/dd/yyyy)
Co-Applicant E-Mail Address
Co-Applicant Phone Number
Co-Applicant Marital Status
Co-Applicant Industry
Co-Applicant Occupation
Lead Source
Gated Community
Year Built
Square Feet
Number of Stories
Usage Type
Type of Pool
Wall Type
Structure Type
Type of Foundation
Wall Construction
Roof Shape
Roof Material
Roof Update Type
Roof Update Year
Plumbing Update Type
Plumbing Update Year
Heating / AC Update Type
Heating Update Year
Water Heater Update Year
Electrical Update Type
Electrical Update Year
Previous Address Line 1
Previous Address Line 2
Previous Address City
Previous Address Zipcode
Previous Address State
Last Month at Previous Address
Last Year at Previous Address
Burglar Alarm
Dog Breed(s)
Currently Insured (Property)
Current Carrier (Property)
Current Expiration Date (Property)
Current Annual Premium (Property)
Effective Date for Policy (Property)
Months Owner Occupied
Purchase Price
Purchase Date
Current Carrier (Auto Policy)
Current Policy Expiration Date (Auto Policy)
Current Annual Premium (Auto Policy)
Bodily Injury Coverage Amount (Auto Policy)
Property Damage Coverage (Auto Policy)
Medical Payments Coverage (Auto Policy)
Uninsured Motorist Bodily Injury Coverage (Auto Policy)
PIP Deductible (Auto Policy)
Wage Loss Coverage (Auto Policy)
Current Policy Liability Limits (Auto Policy)
Years Continuously Insured (Auto Policy)
Desired Policy Term (Auto Policy)
EFT Payments
Number of Years with Current Carrier (Auto Policy)
Effective Date for Policy (Auto Policy)
Residence Type (Auto Policy)
Vehicle 1 Year
Vehicle 1 Make
Vehicle 1 Model
Vehicle 1 VIN Number
Vehicle 1 Ownership Status
Vehicle 1 Comprehensive Deductible
Vehicle 1 Collision Deductible
Vehicle 2 Year
Vehicle 2 Make
Vehicle 2 Model
Vehicle 2 VIN Number
Vehicle 2 Ownership Status
Vehicle 2 Comprehensive Deductible
Vehicle 2 Collision Deductible
Vehicle 3 Year
Vehicle 3 Make
Vehicle 3 Model
Vehicle 3 VIN Number
Vehicle 3 Ownership Status
Vehicle 3 Comprehensive Deductible
Vehicle 3 Collision Deductible
Vehicle 4 Year
Vehicle 4 Make
Vehicle 4 Model
Vehicle 4 VIN Number
Vehicle 4 Ownership Status
Vehicle 4 Comprehensive Deductible
Vehicle 4 Collision Deductible
Vehicle 1 Vehicle Use
Vehicle 2 Vehicle Use
Vehicle 3 Vehicle Use
Vehicle 4 Use Type
Vehicle 1 Miles One Way
Vehicle 2 Miles One Way
Vehicle 3 Miles One Way
Vehicle 4 Miles One Way
Vehicle 1 Towing Coverage
Vehicle 2 Towing Coverage
Vehicle 3 Towing Coverage
Vehicle 4 Towing Coverage
Vehicle 1 Rental Coverage
Vehicle 2 Rental Coverage
Vehicle 3 Rental Coverage
Vehicle 4 Rental Coverage
Driver 1 First Name
Driver 1 Middle Name
Driver 1 Last Name
Driver 1 Gender
Driver 1 License Number
Driver 1 License State
Driver 1 Date of Birth
Driver 1 Marital Status
Driver 1 Education Level
Driver 1 Age First Licensed
Driver 2 First Name
Driver 2 Middle Name
Driver 2 Last Name
Driver 2 Gender
Driver 2 License Number
Driver 2 License State
Driver 2 Date of Birth
Driver 2 Marital Status
Driver 2 Education Level
Driver 2 Age First Licensed
Driver 1 Industry
Driver 1 Occupation
Driver 2 Industry
Driver 2 Occupation
Driver 3 First Name
Driver 3 Middle Name
Driver 3 Last Name
Driver 3 Gender
Driver 3 License Number
Driver 3 License State
Driver 3 Date of Birth
Driver 3 Marital Status
Driver 3 Education Level
Driver 3 Age First Licensed
Driver 3 Industry
Driver 3 Occupation
Driver 4 First Name
Driver 4 Middle Name
Driver 4 Last Name
Driver 4 Gender
Driver 4 License Number
Driver 4 License State
Driver 4 Date of Birth
Driver 4 Marital Status
Driver 4 Education Level
Driver 4 Age First Licensed
Driver 4 Industry
Driver 4 Occupation
Manufacturer (Mobile Home only)
Make (Mobile Home only)
Model (Mobile Home only)
Length (Mobile Home only)
Width (Mobile Home only)
Name of Mobile Home Park (Mobile Home only)
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 Lead Added
Triggers when a new lead is added.
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
