Fillout Forms + LeadConnector
Create new LeadConnector opportunities from new Fillout Forms submissions
Organize your sales efforts without hassle every time a new submission is made in the Fillout Forms application. This workflow simplifies your process by instantly creating or updating an opportunity in your LeadConnector application. It's perfect for those who want to streamline and prioritize their sales lead management by having everything updated in one place. Quickly transform submissions into potential sales and easily manage your opportunities without needing to manually copy data.
Organize your sales efforts without hassle every time a new submission is made in the Fillout Forms application. This workflow simplifies your process by instantly creating or updating an opportunity in your LeadConnector application. It's perfect for those who want to streamline and prioritize their sales lead management by having everything updated in one place. Quickly transform submissions into potential sales and easily manage your opportunities without needing to manually copy data.
- When this happens...New Submission
Triggers when a form receives a new submission.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Form
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
EmailsRequired
Subject
Message
Form IDRequired
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
Workflow IDRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
