Akiflow + LeadConnector
Create new Akiflow tasks when LeadConnector pipeline stages are updated
Manage your tasks more efficiently with this workflow. When a pipeline stage changes in LeadConnector, a new task is created in Akiflow. This way, you can stay on top of your sales processes and ensure that no important task slips through the cracks. This streamlined process delivers better productivity and effective lead management.
Manage your tasks more efficiently with this workflow. When a pipeline stage changes in LeadConnector, a new task is created in Akiflow. This way, you can stay on top of your sales processes and ensure that no important task slips through the cracks. This streamlined process delivers better productivity and effective lead management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Create a task in Akiflow
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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
TitleRequired
Status
Date
Datetime
Duration
Priority
Daily Goal
Due Date
Description
Project
Link
Unique Identifier (advanced)
List (Deprecated, use the "Label" field)
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
