Forms for Slack + LeadConnector
Create and update LeadConnector opportunities from new Forms for Slack responses
Effortlessly manage new opportunities in your sales pipeline with this seamless workflow. When a new form response is submitted through the Forms for Slack app, this automation adds or updates an opportunity in the LeadConnector app. Keep your sales team focused on closing deals by ensuring they're always working with the latest information from forms submitted via Slack.
Effortlessly manage new opportunities in your sales pipeline with this seamless workflow. When a new form response is submitted through the Forms for Slack app, this automation adds or updates an opportunity in the LeadConnector app. Keep your sales team focused on closing deals by ensuring they're always working with the latest information from forms submitted via Slack.
- When this happens...New Form Response
Triggers when a new form response is sent to Slack.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Form NameRequired
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
