Create new opportunities in LeadConnector when calls come in from MightyCall
This workflow starts when there's a new call in the MightyCall app, leading to the addition or update of an opportunity in LeadConnector. This automation streamlines your lead management process, ensuring you never miss a potential business opportunity. With this efficient process, your focus remains on improving customer communication and closing more deals.
This workflow starts when there's a new call in the MightyCall app, leading to the addition or update of an opportunity in LeadConnector. This automation streamlines your lead management process, ensuring you never miss a potential business opportunity. With this efficient process, your focus remains on improving customer communication and closing more deals.
- When this happens...New Call
Triggers when a new call appears.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Call DirectionRequired
Try ItCall IDRequired
Phone NumberRequired
First Name
Last NameRequired
Email
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
Call DirectionRequired
Try ItPhone NumberRequired
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