deal.ai + LeadConnector
Create new LeadConnector opportunities for every new contact in deal.ai
Stay updated with real-time business opportunities through this effective workflow. The moment a fresh contact appears in deal.ai, it instantly updates in LeadConnector, giving your team access to up-to-date lead data. This process not only improves your lead management strategy but also ensures you never miss a promising prospect.
Stay updated with real-time business opportunities through this effective workflow. The moment a fresh contact appears in deal.ai, it instantly updates in LeadConnector, giving your team access to up-to-date lead data. This process not only improves your lead management strategy but also ensures you never miss a promising prospect.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
Funnel
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
Funnel
Email
Full Name
First Name
Last Name
Phone Number
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)
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
