LeadConnector + Meet Alfred
Find new leads in Alfred and add or update opportunities in LeadConnector
Streamline your sales process with this handy workflow. Whenever a new lead is discovered in Alfred, it will instantly update or create a new opportunity in LeadConnector. This process ensures you never miss out on potential sales, making lead management seamless and efficient. Save time and keep your focus where it matters most - on closing deals.
Streamline your sales process with this handy workflow. Whenever a new lead is discovered in Alfred, it will instantly update or create a new opportunity in LeadConnector. This process ensures you never miss out on potential sales, making lead management seamless and efficient. Save time and keep your focus where it matters most - on closing deals.
- When this happens...New Lead Found
Triggers when a new lead added to CRM.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Campaign
Triggers when a new campaign is created.
Try ItNew Lead Found
Triggers when a new lead added to CRM.
Try ItCampaignRequired
LinkedIn profile URLRequired
Email
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 Connection Found
Triggers when a new a connection added to Linkedin Network.
Try ItNew Reply Detected
Triggers when a LinkedIn or Email reply detected by Alfred.
Try ItIn 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
