Lead Updates + LeadConnector

Create LeadConnector opportunities for accepted Lead Updates invites

Effortlessly keep track of your opportunities with this seamless workflow. When an invite is accepted in the Lead Updates app, this automation will instantly add or update the corresponding opportunity in the LeadConnector app. Stay organized, efficient, and ensure every opportunity is accounted for with this streamlined process.

When this happens...
Invite Accepted
Triggers when an invite is accepted.
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
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- 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.