CalorieLeads + LeadConnector
Add new CalorieLeads to LeadConnector as opportunities instantly when new leads are created
Stay ahead of your competition by swiftly managing your leads from CalorieLeads. This workflow updates or adds new opportunities in LeadConnector whenever a new lead is generated in CalorieLeads. It helps ensure that no potential lead goes unnoticed, streamlining your sales process and saving you considerable time. Optimize your lead management process with this practical and efficient workflow.
Stay ahead of your competition by swiftly managing your leads from CalorieLeads. This workflow updates or adds new opportunities in LeadConnector whenever a new lead is generated in CalorieLeads. It helps ensure that no potential lead goes unnoticed, streamlining your sales process and saving you considerable time. Optimize your lead management process with this practical and efficient workflow.
- When this happens...New Lead
Triggers when a new lead signs up via a calculator.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Calculator
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
