ArcSite + LeadConnector
Create new ArcSite projects when LeadConnector stages are updated
Boost your workflow efficiency with this smooth process. The moment a pipeline stage changes in LeadConnector, a new project is instantly established in ArcSite. Streamline your project management and stay on top of your pipeline updates while ensuring that each lead is immediately followed up with a related project. Enjoy a seamless connection between your sales and project development stages.
Boost your workflow efficiency with this smooth process. The moment a pipeline stage changes in LeadConnector, a new project is instantly established in ArcSite. Streamline your project management and stay on top of your pipeline updates while ensuring that each lead is immediately followed up with a related project. Enjoy a seamless connection between your sales and project development stages.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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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
Drawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
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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
Drawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
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