LeadConnector + ProspectX
Update LeadConnector contacts when new ProspectX opportunities are detected
Enhance your sales processes by linking ProspectX and LeadConnector. With this workflow, whenever there's a change in an opportunity in ProspectX, it instantly updates or adds a related contact in LeadConnector. This not only reduces tedious manual data entry but also ensures your contacts are always up-to-date, paving the way for effective and personalized communication.
Enhance your sales processes by linking ProspectX and LeadConnector. With this workflow, whenever there's a change in an opportunity in ProspectX, it instantly updates or adds a related contact in LeadConnector. This not only reduces tedious manual data entry but also ensures your contacts are always up-to-date, paving the way for effective and personalized communication.
- When this happens...Opportunity Update
Trigger of new opportunity created
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Opportunity Update
Trigger of new opportunity created
Try ItIn 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
New Opportunity
Creates a New Opportunity
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)
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
