InsuranceXDate + LeadConnector
Create LeadConnector opportunities from new InsuranceXDate company flags
Streamline your insurance lead management with this efficient workflow. Whenever a new company flag is set in InsuranceXDate, this immediately creates or updates an opportunity in the LeadConnector app. This automation helps you save time, avoid manual data entries and ensures timely responsiveness, enhancing lead nurturing and conversion potential.
Streamline your insurance lead management with this efficient workflow. Whenever a new company flag is set in InsuranceXDate, this immediately creates or updates an opportunity in the LeadConnector app. This automation helps you save time, avoid manual data entries and ensures timely responsiveness, enhancing lead nurturing and conversion potential.
- When this happens...New Company Flags
Triggers when a new company flag is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Save
Contacted
Quoting
Written
Nextyear
Followup
Appt
Try ItUidRequired
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
UidRequired
NameRequired
AddressRequired
StateRequired
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
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)
