Create to-do lists in Basecamp 3 when pipeline stages change in LeadConnector
Every time a lead progresses to a new stage within LeadConnector, this process takes over, promptly generating a brand new to-do list in Basecamp 3. This enhances your sales pipeline organization, eliminates the need for manual data entry, and enables a keener focus on fostering customer relationships and closing sales.
Every time a lead progresses to a new stage within LeadConnector, this process takes over, promptly generating a brand new to-do list in Basecamp 3. This enhances your sales pipeline organization, eliminates the need for manual data entry, and enables a keener focus on fostering customer relationships and closing sales.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create To-Do List
Triggers when a new to-do list is created in a to-do set.
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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
New Account
Triggers when a new basecamp account is created.
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