LeadConnector + Pitchlane

Create new LeadConnector opportunities when videos are first viewed in Pitchlane

Start turning views into potential business opportunities right away with this workflow. As soon as someone watches a video in Pitchlane, it initiates the process of adding or updating an opportunity in LeadConnector. Streamline your sales process, reduce manual entry, and ensure no leads are missed in your customer lifecycle. Harness the power of this automation to quickly transform viewers into prospective customers.

When this happens...
Video First Viewed
Triggers when a video is viewed for the first time only.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- CampaignRequired
- Video Title
- External Identifier
- Extra Data
Action
Write
- CampaignRequired
- Video ID
- External Identifier
- Video Title
- Extra Data
Action
Search or 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

- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- CampaignRequired
- Video ID
- External Identifier
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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