LeadConnector + Popl
Add new Popl contacts to LeadConnector as opportunities
Easily maintain your lead management efforts in real-time with this user-friendly workflow. When a new contact is added to your account in the Popl app, this automation promptly updates or adds an opportunity in the LeadConnector app. This seamless process lets you stay on top of all contact interactions, ensuring no opportunity slips through the cracks.
Easily maintain your lead management efforts in real-time with this user-friendly workflow. When a new contact is added to your account in the Popl app, this automation promptly updates or adds an opportunity in the LeadConnector app. This seamless process lets you stay on top of all contact interactions, ensuring no opportunity slips through the cracks.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
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
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)
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
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
Phone Number
Email
First Name
Last Name
Full Name
