Create and manage new LeadConnector opportunities from new Interactive Calculator submissions
Easily manage new leads with this automated workflow. As soon as there's a new submission on your Interactive Calculator app, it instantly adds or updates an opportunity in your LeadConnector app. Facilitate prompt lead engagement, without the need for manual data entry, improving efficiency and ensuring you never miss a prospective opportunity.
Easily manage new leads with this automated workflow. As soon as there's a new submission on your Interactive Calculator app, it instantly adds or updates an opportunity in your LeadConnector app. Facilitate prompt lead engagement, without the need for manual data entry, improving efficiency and ensuring you never miss a prospective opportunity.
- When this happens...New Submission
Triggers when a new submission is made to the calculator.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Get CalculatorRequired
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
Get CalculatorRequired
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