ActiveCollab + LeadConnector
Create new ActiveCollab projects when LeadConnector pipeline stages change
Streamline your workflow between LeadConnector and ActiveCollab with this efficient automation. Every time the Pipeline Stage changes in LeadConnector, a new project is created in ActiveCollab, eliminating the need for manual data entry. This keeps your ActiveCollab project details updated as your leads move through different pipeline stages in LeadConnector, enhancing project management and saving you time.
Streamline your workflow between LeadConnector and ActiveCollab with this efficient automation. Every time the Pipeline Stage changes in LeadConnector, a new project is created in ActiveCollab, eliminating the need for manual data entry. This keeps your ActiveCollab project details updated as your leads move through different pipeline stages in LeadConnector, enhancing project management and saving you time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Creates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
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
New Comment
Triggers when a comment is added to an object in Active Collab.
Try It
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
New Project
Triggers when new project is created.
Try It
