LeadConnector + SyndicationPro
Create or update opportunities in LeadConnector when contacts are newly created or updated in SyndicationPro
Drive efficiency and never miss a sales opportunity with this streamlined workflow. When a new or updated contact is captured in SyndicationPro, it triggers the addition or update of an opportunity in LeadConnector. By leveraging this automation, you ensure seamless data transfer, reduce manual work, and always stay ahead in managing your leads - turning every potential contact into a promising opportunity.
Drive efficiency and never miss a sales opportunity with this streamlined workflow. When a new or updated contact is captured in SyndicationPro, it triggers the addition or update of an opportunity in LeadConnector. By leveraging this automation, you ensure seamless data transfer, reduce manual work, and always stay ahead in managing your leads - turning every potential contact into a promising opportunity.
- When this happens...Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
Try ItTags
Email AddressRequired
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
First Name
Last Name
EmailRequired
Phone Number
Residency
Date of Birth
Nickname
Self Accreditation
Verified Account
Investment Capacity
How did you hear about us
Send Invitation EmailRequired
First Name
Last Name
Phone Number
Email AddressRequired
Self Accreditation
Verified Account
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)
