Create new accounts in Badger Maps and add or update opportunities in LeadConnector
Initiate a seamless workflow between Badger Maps and LeadConnector with this automation. As soon as a new account is created in Badger Maps, the corresponding opportunity is immediately added or updated in LeadConnector. This streamlined process frees up your time, ensures consistent data across platforms, and enhances lead management efficiency.
Initiate a seamless workflow between Badger Maps and LeadConnector with this automation. As soon as a new account is created in Badger Maps, the corresponding opportunity is immediately added or updated in LeadConnector. This streamlined process frees up your time, ensures consistent data across platforms, and enhances lead management efficiency.
- When this happens...New Account
Triggers when you or a user you manage creates an Account.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Account
Triggers when you or a user you manage creates an Account.
Try ItAccount Updated
Triggers when you or a user you manage updates an Account.
Try ItAccount IDRequired
Account Badger ID
Account External ID
Account Name, Address, or Phone
New Check-In
Triggers when you or a user you manage checks-in at an Account.
Try ItAccount NameRequired
Account AddressRequired
Account Owner
Account External ID
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Account IDRequired
Account Location IDRequired
Account Name
Account Address
Account Owner
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Email Address or User IDRequired