LeadConnector + Omnify

Create and manage new opportunities in LeadConnector from new leads in Omnify

Streamline your sales process with this efficient workflow. Whenever a new lead comes in on Omnify, an opportunity will be added or updated in LeadConnector. Benefit from keeping your sales team instantly updated, enhancing your lead management, and increasing the potential for sales conversions.

When this happens...
New Lead
Triggers when a new client is added to the business.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- Business NameRequired
- Client EmailRequired
- Client Mobile
- Client Name
Action
Write
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write

- BusinessRequired
Trigger
Instant
Try It
- BusinessRequired
Trigger
Instant
Try It
- BusinessRequired
Trigger
Instant
Try It
- BusinessRequired
Trigger
Instant
Try It
- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write