LeadConnector + uCalc
Update opportunities in LeadConnector when calculators send in uCalc
Automate your lead management process with this uCalc and LeadConnector integration. Once set up, this workflow springs into action each time a Calculator Send event happens in uCalc, resulting in an Add/Update Opportunity in LeadConnector. This helps in promptly and efficiently managing each lead, ensuring no potential opportunities slip through the cracks.
Automate your lead management process with this uCalc and LeadConnector integration. Once set up, this workflow springs into action each time a Calculator Send event happens in uCalc, resulting in an Add/Update Opportunity in LeadConnector. This helps in promptly and efficiently managing each lead, ensuring no potential opportunities slip through the cracks.
- When this happens...Calculator Send
Triggers when send calculator responses anywhere.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Calculator ListRequired
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
