FormCan + LeadConnector
Create and manage new opportunities in LeadConnector from new FormCan submissions
Stay organized and efficient with this seamless workflow. When a new submission is made in FormCan, it will create or update an opportunity in LeadConnector, allowing you to streamline your data management. No more manual data entry or potential missed opportunities, this workflow gives you the solution to effectively manage your leads, enhancing productivity and potential revenue growth.
Stay organized and efficient with this seamless workflow. When a new submission is made in FormCan, it will create or update an opportunity in LeadConnector, allowing you to streamline your data management. No more manual data entry or potential missed opportunities, this workflow gives you the solution to effectively manage your leads, enhancing productivity and potential revenue growth.
- When this happens...New Submission
Triggers when a form is submitted.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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FormRequired
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
FormRequired
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
