Manage new VideoPeel campaign submissions by adding or updating opportunities in LeadConnector
Set up this automation to streamline your sales pipeline. Whenever a new campaign submission is received in VideoPeel, it instantly creates or updates an opportunity in LeadConnector. This workflow ensures that every lead from your video campaign is properly tracked and managed in your CRM, resulting in more organized and efficient sales process.
Set up this automation to streamline your sales pipeline. Whenever a new campaign submission is received in VideoPeel, it instantly creates or updates an opportunity in LeadConnector. This workflow ensures that every lead from your video campaign is properly tracked and managed in your CRM, resulting in more organized and efficient sales process.
- When this happens...New Campaign Submission
Triggers when there is a new campaign submission.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Campaign
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