LeadConnector + Salespanel

Identify new leads in Salespanel and instantly add or update opportunities in LeadConnector

Boost your sales operations with this streamlining process. As soon as Salespanel pinpoints a fresh lead, LeadConnector mirrors the information in real-time. This seamless procedure helps you manage your sales leads more efficiently, saving valuable time and making sure you never miss any potential business opportunities.

When this happens...
Lead Identified
Triggers when a lead is identified.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- SegmentRequired
Trigger
Instant
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- SegmentRequired
Trigger
Instant
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Lead Score Updated
Triggers when lead score of a lead is updated.
Trigger
Instant
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- Visitor IdentifierRequired
- CategoryRequired
- LabelRequired
- Activity Identifier
- Metadata
- Create a New Lead Automatically
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Lead Identified
Triggers when a lead is identified.
Trigger
Instant
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Export Visitor
Triggers when you click the "Push to Zapier" button for a person or a visiting company lead in Salespanel.
Trigger
Instant
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Visiting Company Identified
Triggers when a new opportunity is identified.
Trigger
Instant
Try It
- Visitor IdentifierRequired
- Visitor AttributesRequired
- Create a New Lead Automatically
Action
Write
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write