ConvertCalculator + LeadConnector
Create and manage LeadConnector opportunities with each new submission in ConvertCalculator
When a new submission occurs in ConvertCalculator, instantly create or update an opportunity in LeadConnector. This workflow efficiently captures incoming data and populates your sales pipeline, ensuring no lead falls through the cracks. A seamless connection between ConvertCalculator and LeadConnector, this powerful automation helps your business to stay organized and responsive.
When a new submission occurs in ConvertCalculator, instantly create or update an opportunity in LeadConnector. This workflow efficiently captures incoming data and populates your sales pipeline, ensuring no lead falls through the cracks. A seamless connection between ConvertCalculator and LeadConnector, this powerful automation helps your business to stay organized and responsive.
- When this happens...New Submission
Trigger when a new form submission is added.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Calculator
Trigger when a new calculator is added.
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
CalculatorRequired
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
