Create new opportunities in LeadConnector with every new lead in eboov
When a new lead is created within eboov, use this workflow to streamline your tasks. It will add or update an opportunity in LeadConnector, helping you manage potential clients more efficiently. This automation optimizes your sales process, making sure no potential client slips through the cracks.
When a new lead is created within eboov, use this workflow to streamline your tasks. It will add or update an opportunity in LeadConnector, helping you manage potential clients more efficiently. This automation optimizes your sales process, making sure no potential client slips through the cracks.
- When this happens...New Lead
Triggers when a new eboov lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Campaign TypeRequired
Try ItCampaign TypeRequired
CampaignRequired
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)
Campaign TypeRequired
CampaignRequired
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