ClickMagick + LeadConnector

"create or update opportunities in LeadConnector from new campaign project sales in ClickMagick"

Streamline your sales process with this simple workflow. Whenever a new campaign project sale is detected in ClickMagick, it will instantly update or add an opportunity in LeadConnector. This ensures your sales opportunities are aligned with successful campaigns, boosting efficiency and keeping your sales pipeline updated. Enjoy a seamless workflow that brings your marketing and sales efforts closer together.

When this happens...
New Campaign Project Sale
Triggers when a new campaign sale is made.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Project
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Link
Trigger
Polling
Try It
- 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

- Project
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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

About ClickMagick

Bulletproof tracking and conversion attribution, plus Audience Optimization which allows your ad networks to find you better and cheaper customers. We obsess over tracking, so you don't have to.