LeadConnector + Posh
Create and update opportunities in LeadConnector after receiving new messages in Posh
Stay on top of your sales game with this streamlined workflow. When a new message appears in Posh, it prompts an immediate add or update of an opportunity in LeadConnector. This ensures you don't miss out on potential leads and can manage your opportunities more efficiently, improving your sales conversion rates.
Stay on top of your sales game with this streamlined workflow. When a new message appears in Posh, it prompts an immediate add or update of an opportunity in LeadConnector. This ensures you don't miss out on potential leads and can manage your opportunities more efficiently, improving your sales conversion rates.
- When this happens...Message
Triggers when agent takes a message on behalf of you.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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DeliveryRequired
AccountRequired
Try ItFirst NameRequired
Last NameRequired
Title
Business
Phone NumberRequired
Extension
Phone Type
Email
Email Type
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
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)
LocationRequired
Phone NumberRequired
RequestRequired
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
