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!
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.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Scheduling Links
Try ItScheduling Links
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
Scheduling Links
Try ItWorkflowRequired
ActionRequired
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)
