LeadConnector + zcal
Update LeadConnector opportunities whenever events are rescheduled in zcal
Stay on top of your schedule and never miss an opportunity with this efficient workflow. When an event is rescheduled in your Zcal app, it instantly creates or updates an opportunity in LeadConnector. This automation ensures seamless update of information between your calendar and sales pipeline, providing a smooth transition and helping you track your leads more effectively.
Stay on top of your schedule and never miss an opportunity with this efficient workflow. When an event is rescheduled in your Zcal app, it instantly creates or updates an opportunity in LeadConnector. This automation ensures seamless update of information between your calendar and sales pipeline, providing a smooth transition and helping you track your leads more effectively.
- When this happens...Event Rescheduled
Triggers when an event is rescheduled.
- 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
