Schedule events in DaySchedule and add or update opportunities in LeadConnector
Keep your sales leads updated with this seamless workflow. When an event is scheduled in DaySchedule, it instantly updates or adds an opportunity in the LeadConnector app. This efficient process ensures that critical lead information from your events is captured immediately and accurately, helping you to stay on top of your sales game.
Keep your sales leads updated with this seamless workflow. When an event is scheduled in DaySchedule, it instantly updates or adds an opportunity in the LeadConnector app. This efficient process ensures that critical lead information from your events is captured immediately and accurately, helping you to stay on top of your sales game.
- When this happens...Event Scheduled
Triggers when a new event, webinar or service has been scheduled.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Before an Event
Triggers when the booking start time is approaching within 5 minutes.
Try ItOn Event End
Triggers when the booking end time arrives.
Try ItOn Event Started
Triggers when the booking start time arrives.
Try ItIn PipelineRequired
Moved to Stage
Try It
On Event Canceled
Triggers when a booking has been canceled.
Try ItEvent Scheduled
Triggers when a new event, webinar or service has been scheduled.
Try ItCreate Contact
Create a Contact in the dayschedule crm.
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