Inbound Insight + LeadConnector
Generate and manage new opportunities in LeadConnector when new lead files are generated in Inbound Insight
Easily manage your new website visitors with this efficient workflow between Inbound Insight and LeadConnector. When Inbound Insight generates a fresh file of website visitor leads, it will immediately result in creating or updating an opportunity in LeadConnector. This automation simplifies your lead management process, ensuring no new potential client slips through the cracks, while saving you valuable time.
Easily manage your new website visitors with this efficient workflow between Inbound Insight and LeadConnector. When Inbound Insight generates a fresh file of website visitor leads, it will immediately result in creating or updating an opportunity in LeadConnector. This automation simplifies your lead management process, ensuring no new potential client slips through the cracks, while saving you valuable time.
- When this happens...New Website Visitor Leads File Generated
Triggers when a new website visitor leads file generated.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
New Website Visitor Leads File Generated
Triggers when a new website visitor leads file generated.
Try ItFirst 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
In 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
