LeadCapture.io Forms + LeadConnector
Add new LeadCapture.io Forms leads to LeadConnector as opportunities
Stay on top of your sales game with this efficient workflow. When you secure a new lead in LeadCapture.io Forms, it immediately creates or updates an opportunity in LeadConnector. This automatic process saves you time, ensuring you can prioritize cultivating your business relationships. It's the perfect solution for streamlining and simplifying your lead management process.
Stay on top of your sales game with this efficient workflow. When you secure a new lead in LeadCapture.io Forms, it immediately creates or updates an opportunity in LeadConnector. This automatic process saves you time, ensuring you can prioritize cultivating your business relationships. It's the perfect solution for streamlining and simplifying your lead management process.
- When this happens...New Lead
Triggers when a new lead is pushed to the system.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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LeadBoost Form IDRequired
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
