Bambelo + LeadConnector
Create new LeadConnector opportunities from new Bambelo leads
With this workflow, respond to new leads in Bambelo instantly by adding or updating opportunities in LeadConnector. You can now manage your leads more efficiently, improving the conversion rate, while also saving time. Whether you're looking to streamline your sales process or ensure all leads are properly nurtured, this workflow makes it effortless.
With this workflow, respond to new leads in Bambelo instantly by adding or updating opportunities in LeadConnector. You can now manage your leads more efficiently, improving the conversion rate, while also saving time. Whether you're looking to streamline your sales process or ensure all leads are properly nurtured, this workflow makes it effortless.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead is created.
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
