Lead Updates + LeadConnector

Create and update opportunities in LeadConnector when new invites are sent in Lead Updates

Boost your sales process by streamlining lead management with this automation. When an invite is sent in the Lead Updates app, this workflow will kick in and add or update an opportunity in the LeadConnector app, ensuring your pipeline stays up-to-date and your team can efficiently follow up on promising leads. Save time and stay organized with this seamless connection between your sales apps.

When this happens...
Invite Sent
Triggers when an invite is sent.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Add Label
Triggers when a new label is created.
Trigger
Instant
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Invite Accepted
Triggers when an invite is accepted.
Trigger
Instant
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New Email
Triggers when a email is received from contact.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First 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
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Got Reply
Triggers when you got new reply.
Trigger
Instant
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Invite Sent
Triggers when an invite is sent.
Trigger
Instant
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New Message
Triggers when a message is received from contact.
Trigger
Instant
Try It
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write

About Lead Updates

Powerful Deal-Closing Sales Engagement Software. Maximize your reach with our scalable, multi-channel engagement platform driven by real data, customized strategy, and full automation.