LeadConnector + Luxury Presence
Create and manage opportunities in LeadConnector as new lead activities occur in Luxury Presence
Effortlessly manage your prospects within the Luxury Presence platform using this efficient workflow. Once enabled, every new lead or lead activity in Luxury Presence will prompt an update or addition of an opportunity within LeadConnector. This smooth automation ensures your time is spent cultivating relationships with potential clients, rather than updating data - enhancing your productivity and efficacy in connecting with your leads.
Effortlessly manage your prospects within the Luxury Presence platform using this efficient workflow. Once enabled, every new lead or lead activity in Luxury Presence will prompt an update or addition of an opportunity within LeadConnector. This smooth automation ensures your time is spent cultivating relationships with potential clients, rather than updating data - enhancing your productivity and efficacy in connecting with your leads.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
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
