LeadConnector + Thoughtly
Create new LeadConnector opportunities from new Thoughtly responses
Activate this workflow to ensure every time a response is received in Thoughtly, it promptly creates or updates an opportunity in LeadConnector. Streamline your lead management process by eliminating the need for manual data entry. This automation ensures you respond to every opportunity swiftly, enhancing customer engagement and accelerating business growth.
Activate this workflow to ensure every time a response is received in Thoughtly, it promptly creates or updates an opportunity in LeadConnector. Streamline your lead management process by eliminating the need for manual data entry. This automation ensures you respond to every opportunity swiftly, enhancing customer engagement and accelerating business growth.
- When this happens...New Response
Triggers when a Thoughtly has a new response.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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ThoughtlyRequired
Try ItContact IDRequired
ThoughtlyRequired
Metadata
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)
Contact Name
Phone NumberRequired
Email
Tags
In 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
