LeadConnector + tl;dv
Add new tl;dv recordings to update opportunities in LeadConnector
When a new recording is added in tl;dv, streamline your workflow by creating or updating opportunities in LeadConnector. This system eases the process, saving you valuable time and keeping everything up-to-date. Make the most of your tl;dv recordings by quickly converting those moments into potential opportunities in LeadConnector.
When a new recording is added in tl;dv, streamline your workflow by creating or updating opportunities in LeadConnector. This system eases the process, saving you valuable time and keeping everything up-to-date. Make the most of your tl;dv recordings by quickly converting those moments into potential opportunities in LeadConnector.
- When this happens...Recording Added
Triggers when a new recording is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Note tags
Try ItTranscript Added
Triggers when a new transcript is created.
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
Recording Added
Triggers when a new recording is created.
Try ItRecording nameRequired
Recording file or recording download URLRequired
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)
