Funnelforms + LeadConnector
Create and manage opportunities in LeadConnector from new entries in Funnelforms
Boost efficiency in managing your leads with this automation. Whenever a new entry is created in the Funnelforms app, this workflow takes charge, adding or updating an opportunity in the LeadConnector app. You no longer have to manually translate Funnelforms data into LeadConnector actions, enhancing productivity and accuracy. Streamline your lead management process with this smart solution.
Boost efficiency in managing your leads with this automation. Whenever a new entry is created in the Funnelforms app, this workflow takes charge, adding or updating an opportunity in the LeadConnector app. You no longer have to manually translate Funnelforms data into LeadConnector actions, enhancing productivity and accuracy. Streamline your lead management process with this smart solution.
- When this happens...New Entry
Triggers when a new form entry was made.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Formular IDRequired
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
