Create or update opportunities in LeadConnector when new or updated orders occur in sticky.io
Streamline your sales process with this efficient workflow. Each time a new or updated order is processed in sticky.io, an opportunity is immediately added or updated in LeadConnector. This helps in ensuring your sales data stays accurate and current, removing the need for manual data entry and further enhancing your productivity. This makes tracking and managing your opportunities smoother and more effective.
Streamline your sales process with this efficient workflow. Each time a new or updated order is processed in sticky.io, an opportunity is immediately added or updated in LeadConnector. This helps in ensuring your sales data stays accurate and current, removing the need for manual data entry and further enhancing your productivity. This makes tracking and managing your opportunities smoother and more effective.
- When this happens...Created/Updated Order
Triggers when an initial and/or rebill order is created and/or updated. Supports order status updates.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Created/Updated Order
Triggers when an initial and/or rebill order is created and/or updated. Supports order status updates.
Try ItOrder IDRequired
Is Order A Chargeback?Required
Note
Order IDRequired
Is RMA?Required
Return Reason CodeRequired
Note
In PipelineRequired
Moved to Stage
Try It
Created/Updated Prospect
Triggers when a new prospect is created or updated.
Try ItOrder IDRequired
Is Order Fraud?Required
Note
Order IDRequired
Tracking NumberRequired
Note
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