LeadConnector + Tapform
Create and update opportunities in LeadConnector from new leads in Tapform
Effortlessly track new leads from Tapform using this smart workflow. Once set up, each new lead captured in Tapform will result in creating or updating an opportunity in LeadConnector. This seamless process ensures you maintain an effective and organized lead tracking system, enhancing your lead management and sales strategy.
Effortlessly track new leads from Tapform using this smart workflow. Once set up, each new lead captured in Tapform will result in creating or updating an opportunity in LeadConnector. This seamless process ensures you maintain an effective and organized lead tracking system, enhancing your lead management and sales strategy.
- When this happens...New Lead
Triggers when a new lead is received from your Tapform instance.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead is received from your Tapform instance.
Try ItFirst 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)
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
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
