LeadConnector + Salesforge

Update opportunities in LeadConnector when new negative replies occur in Salesforge

When a negative response is detected in Salesforge, this workflow helps to maintain your sales funnel by updating or adding new opportunities in LeadConnector. It ensures that you always have an up-to-date view of your potential projects, streamlining your sales process. This efficiency reduces workload, ensuring you're always ready for the next step in your business strategy.

When this happens...
Negative Reply
Got a negative reply
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It

- 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

- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Sequence ID
Trigger
Instant
Try It
- Thread IDRequired
- Label IDRequired
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