LeadConnector + MEETOVO
Manage new MEETOVO requests by adding or updating opportunities in LeadConnector
"Streamline your sales process with this intuitive workflow. When a new request comes in through MEETOVO, an opportunity is instantly added or updated in LeadConnector. This seamless integration ensures you never miss a potential lead, simplifying your sales management and saving you valuable time."
"Streamline your sales process with this intuitive workflow. When a new request comes in through MEETOVO, an opportunity is instantly added or updated in LeadConnector. This seamless integration ensures you never miss a potential lead, simplifying your sales management and saving you valuable time."
- When this happens...New Request
Triggers when someone submits a request.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Request
Triggers when someone submits a request.
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
