LeadConnector + Trustmary
Create LeadConnector opportunities from completed Trustmary survey answers
Stay on top of your sales logistics with this workflow. With every survey completed in Trustmary, its corresponding sales opportunity in LeadConnector is instantaneously updated or created. This lets your sales team focus more on closing deals and less on manual tracking.
Stay on top of your sales logistics with this workflow. With every survey completed in Trustmary, its corresponding sales opportunity in LeadConnector is instantaneously updated or created. This lets your sales team focus more on closing deals and less on manual tracking.
- When this happens...Survey Answer Completed
Triggers when a new survey answer is completed.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Survey Answer
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Try ItContact EmailRequired
Contact Name
Contact Phone
Company Name
Contact Type
External Id
Process name
Contact EmailRequired
In PipelineRequired
Moved to Stage
Try It
Survey Answer Completed
Triggers when a new survey answer is completed.
Try ItContact EmailRequired
Contact EmailRequired
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
