Create and update opportunities in LeadConnector for new orders in SamCart
Streamline your sales pipeline with this efficient workflow. When a new order is placed in SamCart, it instantly creates or updates an opportunity in LeadConnector. This automation helps ensure your sales records are always up-to-date, giving you more time to focus on closing deals and meeting your business objectives.
Streamline your sales pipeline with this efficient workflow. When a new order is placed in SamCart, it instantly creates or updates an opportunity in LeadConnector. This automation helps ensure your sales records are always up-to-date, giving you more time to focus on closing deals and meeting your business objectives.
- When this happens...New Order
Triggers when a new order is made in SamCart.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Subscription Cancellation
Triggers when a subscription is cancelled.
Try ItProspect Created
Triggers when a Prospect entry is created.
Try ItSubscription Charged
Triggers when a recurring subscription in SamCart is charged.
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
Filter By Product
Try ItNew Refund
Triggers when a refund is made in SamCart.
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