Bonjoro + LeadConnector
Create tasks in Bonjoro for new pipeline stage changes in LeadConnector
Effortlessly stay on top of your lead management process with this powerful automation. When a pipeline stage changes in the LeadConnector app, a task will be seamlessly created in the Bonjoro app. This workflow ensures you never miss an important follow-up and helps you maintain strong relationships with your leads.
Effortlessly stay on top of your lead management process with this powerful automation. When a pipeline stage changes in the LeadConnector app, a task will be seamlessly created in the Bonjoro app. This workflow ensures you never miss an important follow-up and helps you maintain strong relationships with your leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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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
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Try It
