Update opportunities in LeadConnector when workflows get completed in Gavel
Automate your sales process with this seamless integration between Gavel and LeadConnector. When a workflow is completed in Gavel, it instantly results in an Add/Update Opportunity in the LeadConnector system. This streamlined approach not only saves time but also ensures smooth data transfer and efficient management of potential business opportunities. Keep your process moving forward without pause and focus more on converting those leads.
Automate your sales process with this seamless integration between Gavel and LeadConnector. When a workflow is completed in Gavel, it instantly results in an Add/Update Opportunity in the LeadConnector system. This streamlined approach not only saves time but also ensures smooth data transfer and efficient management of potential business opportunities. Keep your process moving forward without pause and focus more on converting those leads.
- When this happens...Workflow Completed
Triggers when a workflow is completed.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Workflow NameRequired
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
Workflow NameRequired
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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