Autotask + LeadConnector
Create new companies in Autotask when pipeline stages change in LeadConnector
Stay on top of your leads from LeadConnector with this handy workflow. Once a pipeline stage alters within LeadConnector, it prompts the creation of a new company within Autotask. This streamlines your project management tasks, ensuring all crucial information is consistently and quickly carried over. Enhance efficiency and keep your focus on closing deals.
Stay on top of your leads from LeadConnector with this handy workflow. Once a pipeline stage alters within LeadConnector, it prompts the creation of a new company within Autotask. This streamlines your project management tasks, ensuring all crucial information is consistently and quickly carried over. Enhance efficiency and keep your focus on closing deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Company
Triggers when a new company 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
Help Text
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
Company
Assigned To Resource ID
Try It
