Browse AI + LeadConnector
Create new LeadConnector opportunities from new Browse AI tasks
Save time and streamline your process with this workflow. When a new task is created in the Browse AI app, this will update or add an opportunity in LeadConnector. This seamless flow ensures that your sales team stays on top of every potential for conversions. Ideal for businesses aiming to bolster lead management efficiency.
Save time and streamline your process with this workflow. When a new task is created in the Browse AI app, this will update or add an opportunity in LeadConnector. This seamless flow ensures that your sales team stays on top of every potential for conversions. Ideal for businesses aiming to bolster lead management efficiency.
- When this happens...New Task
Triggers when a task is run and finished.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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TeamRequired
Event TypeRequired
Try ItTeamRequired
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
TeamRequired
Bulk run titleRequired
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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)
