Contractor Commerce + LeadConnector
Create new LeadConnector opportunities from new Contractor Commerce orders
Stay on top of your sales process with this streamlined workflow. When a new order is placed in Contractor Commerce, it triggers an opportunity addition or update in LeadConnector. This ensures you don't miss out on tracking any new orders, helping you manage your sales effectively. So you can focus more on making those lead conversions.
Stay on top of your sales process with this streamlined workflow. When a new order is placed in Contractor Commerce, it triggers an opportunity addition or update in LeadConnector. This ensures you don't miss out on tracking any new orders, helping you manage your sales effectively. So you can focus more on making those lead conversions.
- When this happens...New Orders
Triggers when a new order is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Results Per Page
Try ItStatus
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
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)
Results Per Page
Try ItIn 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
