Create and update opportunities in LeadConnector from new ScoreApp leads
Effortlessly manage your leads with this workflow that connects ScoreApp and LeadConnector. When a lead signs up in ScoreApp, an opportunity will be created or updated in LeadConnector, ensuring your database remains current and organized. Streamline your lead management process and stay on top of every opportunity with this seamless automation.
Effortlessly manage your leads with this workflow that connects ScoreApp and LeadConnector. When a lead signs up in ScoreApp, an opportunity will be created or updated in LeadConnector, ensuring your database remains current and organized. Streamline your lead management process and stay on top of every opportunity with this seamless automation.
- When this happens...Lead Signed Up
Triggers when a lead provides their details (normally name and email) via the lead form. If your lead form is configured to show after the quiz questions, all quiz answers and data will be available via this trigger.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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ScorecardRequired
Try ItScorecardRequired
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
ScorecardRequired
Try ItScorecardRequired
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)