LeadConnector + Qgiv
Add or update LeadConnector opportunities every time new Qgiv transactions occur
Streamline your lead management with an efficient workflow that connects your Qgiv app to LeadConnector. Every new transaction in Qgiv will be swiftly converted into a new or updated opportunity in LeadConnector, eliminating the need for manual data transfer. Experience the convenience of a seamless system that ensures you're capitalizing on each transaction promptly and effectively. Start converting your transactions into lucrative opportunities with no hassle today.
Streamline your lead management with an efficient workflow that connects your Qgiv app to LeadConnector. Every new transaction in Qgiv will be swiftly converted into a new or updated opportunity in LeadConnector, eliminating the need for manual data transfer. Experience the convenience of a seamless system that ensures you're capitalizing on each transaction promptly and effectively. Start converting your transactions into lucrative opportunities with no hassle today.
- When this happens...New Transaction
Triggers when a new transaction occurs.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Transaction
Triggers when a new transaction occurs.
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
