Create or update opportunities in LeadConnector for new contacts with email in GetProspect
Save time and streamline your sales process with this convenient workflow. When a new contact with an email is added in GetProspect, an opportunity is immediately added or updated in LeadConnector. This automation helps to ensure that no potential leads fall through the cracks, keeping your pipeline full and your sales team primed for success.
Save time and streamline your sales process with this convenient workflow. When a new contact with an email is added in GetProspect, an opportunity is immediately added or updated in LeadConnector. This automation helps to ensure that no potential leads fall through the cracks, keeping your pipeline full and your sales team primed for success.
- When this happens...New Contact With Email
Triggers when a corporate email is successfully found for a new contact. It will not trigger if the lead is added manually.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Contact With Email
Triggers when a corporate email is successfully found for a new contact. It will not trigger if the lead is added manually.
Try ItNew Contact With Valid Email
Triggers when a valid email is successfully found for a new contact. It will not trigger if the lead is added manually.
Try ItEmail Address to VerifyRequired
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
New Contact
Triggers when you save a new contact using a LinkedIn plugin, a bulk import, a search by filters inside GetProspect database or via a Zap. It will not trigger if the lead is added manually. It will trigger after finishing the email contact search.
Try ItLists
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