Autotask + LeadConnector
Create and manage LeadConnector opportunities from new Autotask opportunities
Efficiently manage your sales pipeline by connecting Autotask and LeadConnector with this workflow. Whenever a new opportunity arises in Autotask, it will automatically update or add the opportunity in LeadConnector, ensuring that your sales team is always up to date and able to focus on closing deals. Stay organized and streamline your sales process with this seamless integration.
Efficiently manage your sales pipeline by connecting Autotask and LeadConnector with this workflow. Whenever a new opportunity arises in Autotask, it will automatically update or add the opportunity in LeadConnector, ensuring that your sales team is always up to date and able to focus on closing deals. Stay organized and streamline your sales process with this seamless integration.
- When this happens...Add/Update Opportunity
Adds or updates an existing opportunity.
- automatically do this!New Opportunity
Triggers when a new opportunity is found.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Help Text
Try It
