ActiveCollab + LeadConnector
ActiveCollab + LeadConnector
ActiveCollab + LeadConnector integrations
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.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create ProjectCreates a new project.
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More things you can do with LeadConnector and ActiveCollab
Discover other triggers and actions you can use with LeadConnector and ActiveCollab
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Comment
Triggers when a comment is added to an object in Active Collab.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- New Project
Triggers when new project is created.
Try ItTriggerInstant
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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