LeadConnector + Tilda Publishing
Manage new Tilda Publishing leads by adding or updating opportunities in LeadConnector
Start streamlining your lead management process with this workflow. As soon as a new lead appears in Tilda Publishing, it will seamlessly create or update an opportunity in LeadConnector. Not only does this help keep your sales pipeline updated, but it also eliminates the need for manual data entry, letting you focus more on closing deals. Leverage this workflow and say goodbye to missed opportunities.
Start streamlining your lead management process with this workflow. As soon as a new lead appears in Tilda Publishing, it will seamlessly create or update an opportunity in LeadConnector. Not only does this help keep your sales pipeline updated, but it also eliminates the need for manual data entry, letting you focus more on closing deals. Leverage this workflow and say goodbye to missed opportunities.
- When this happens...New Lead
Triggers when a new lead is sent from a website form.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead is sent from a website form.
Try ItFirst 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)
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
In 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
