Basecamp + LeadConnector
Create to-dos in Basecamp when pipeline stages change in LeadConnector
Stay organized and efficient when managing leads with this workflow. When a change occurs to a lead's stage in LeadConnector, a new task is added in Basecamp. This means you can easily keep track of actions needed for each lead, ensuring no opportunity gets overlooked. This automated system enhances productivity and ensures smooth lead management.
Stay organized and efficient when managing leads with this workflow. When a change occurs to a lead's stage in LeadConnector, a new task is added in Basecamp. This means you can easily keep track of actions needed for each lead, ensuring no opportunity gets overlooked. This automated system enhances productivity and ensures smooth lead management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create To-Do
Triggers when a new to-do is created in a to-do list.
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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
New Account
Triggers when a new basecamp account is created.
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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
AccountRequired
ProjectRequired
Types
Events
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