Insiteful + LeadConnector
Manage new Insiteful leads by adding or updating opportunities in LeadConnector
This workflow activates when a new lead is detected in Insiteful. This then instigates the Add/Update Opportunity function in LeadConnector, ensuring your pipeline is always up to date and responsive to potential business prospects. Stay on top of your leads and opportunities seamlessly, so you never miss a chance to expand your business.
This workflow activates when a new lead is detected in Insiteful. This then instigates the Add/Update Opportunity function in LeadConnector, ensuring your pipeline is always up to date and responsive to potential business prospects. Stay on top of your leads and opportunities seamlessly, so you never miss a chance to expand your business.
- When this happens...New Lead
Triggers when a new lead (partial form submission with contact data) is detected & captured by Insiteful.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Website Domain
Form Selector
Form URL
Try ItWebsite DomainRequired
Try ItURL
Domain
Selector
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
Website Domain
Form URL
Form Selector
Lead ID
Form ID
Try ItDomainRequired
Email
Phone
Form ID
Get Details?
Get Form Entries?
Abandons Only?
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
