AnswerConnect + LeadConnector
Create opportunities in LeadConnector from new messages in AnswerConnect
Stay on top of potential leads with this efficient workflow. Whenever a new message comes in through AnswerConnect, it will immediately create or update an opportunity in LeadConnector. This allows your team to react promptly, ensuring no sales opportunity slips through the cracks. Perfect solution for businesses wanting to streamline their communication and lead management process.
Stay on top of potential leads with this efficient workflow. Whenever a new message comes in through AnswerConnect, it will immediately create or update an opportunity in LeadConnector. This allows your team to react promptly, ensuring no sales opportunity slips through the cracks. Perfect solution for businesses wanting to streamline their communication and lead management process.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
New Message
Triggers when a new message is taken.
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
CampaignRequired
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
