LeadConnector + SavvyCal

Update opportunities in LeadConnector when events are canceled in SavvyCal

Keep your sales pipeline up to date even when circumstances change. With this efficient workflow, whenever an event gets cancelled within the SavvyCal platform, it will reflect a change in your LeadConnector platform by adding or updating an opportunity. This ensures your sales team stays on top of every prospect status without the need for manual checks or updates. A valuable tool in maintaining accurate sales forecasts and strategies!

When this happens...
Canceled Event
Triggers when an event is canceled.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Scheduling Links
Trigger
Instant
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- Scheduling Links
Trigger
Instant
Try It
- Scheduling Links
Trigger
Instant
Try It
- WorkflowRequired
- ActionRequired
Trigger
Instant
Try It
- 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
Action
Write

- 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)
Action
Write
- 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
Action
Write

- Scheduling Links
Trigger
Instant
Try It
- Scheduling Links
Trigger
Instant
Try It
- Scheduling Links
Trigger
Instant
Try It
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write