LeadConnector + zcal
Create and maintain opportunities in LeadConnector from new events in zcal
Start streamlining your sales pipeline with this effective automation. Upon the creation of an event in zcal, this workflow immediately adds or updates an opportunity in LeadConnector. No need to manually transfer information between platforms, leaving you more time to focus on securing leads and closing deals.
Start streamlining your sales pipeline with this effective automation. Upon the creation of an event in zcal, this workflow immediately adds or updates an opportunity in LeadConnector. No need to manually transfer information between platforms, leaving you more time to focus on securing leads and closing deals.
- When this happens...Event Created
Triggers when a new event is scheduled.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Event Cancelled
Triggers when an event is cancelled.
Try ItEvent Created
Triggers when a new event is scheduled.
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)
Event Rescheduled
Triggers when an event is rescheduled.
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
