LeadConnector + RepCard
Set appointments in RepCard to add or update opportunities in LeadConnector
When a new appointment is scheduled in RepCard, this workflow promptly creates or updates an opportunity in LeadConnector. This streamlines your data flow process, allowing you to manage opportunities more efficiently without manually entering data. You can now focus more on cultivating those leads and less on administrative work.
When a new appointment is scheduled in RepCard, this workflow promptly creates or updates an opportunity in LeadConnector. This streamlines your data flow process, allowing you to manage opportunities more efficiently without manually entering data. You can now focus more on cultivating those leads and less on administrative work.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
