LeadConnector + SoTellUs
Watch for new leads in SoTellUs and add or update opportunities in LeadConnector
Boost your lead management efficiency with this simple workflow. When you have new leads in SoTellUs, this automation will efficiently add or update them as opportunities in LeadConnector. Save time and eliminate the risk of manual errors while ensuring your leads are always up to date in your LeadConnector list. A sure solution to streamline your lead management process and drive your sales success.
Boost your lead management efficiency with this simple workflow. When you have new leads in SoTellUs, this automation will efficiently add or update them as opportunities in LeadConnector. Save time and eliminate the risk of manual errors while ensuring your leads are always up to date in your LeadConnector list. A sure solution to streamline your lead management process and drive your sales success.
- When this happens...Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
Try ItFirst Name
Last Name
Mobile
Country
Email
Type
Is Test
Reference ID
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
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)
New SoTellUs Review
Triggers when a new SoTellUs Review is collected
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
Phone Number
Email
First Name
Last Name
Full Name
