Manage new Listings To Leads with an add/update opportunity action in LeadConnector
Enhance your lead management process with this workflow. When a new lead is identified in Listings To Leads, this automation quickly adds or updates an opportunity in LeadConnector. It's a seamless bridge between the two platforms, keeping your sales pipeline updated and ensuring you never miss out on a potential sale. This workflow simplifies your sales process, leaving you more time to close deals.
Enhance your lead management process with this workflow. When a new lead is identified in Listings To Leads, this automation quickly adds or updates an opportunity in LeadConnector. It's a seamless bridge between the two platforms, keeping your sales pipeline updated and ensuring you never miss out on a potential sale. This workflow simplifies your sales process, leaving you more time to close deals.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead is created.
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