CompanyCam + LeadConnector
Update projects in CompanyCam when pipeline stages change in LeadConnector
Organize your workflow more efficiently with this automated process. When a pipeline stage changes in the LeadConnector app, it will directly create a new project in the CompanyCam app. This simple integration not only enhances your business operations but also streamlines your project management. No need for manual switching between apps — save time and focus on lead nurturing and project execution.
Organize your workflow more efficiently with this automated process. When a pipeline stage changes in the LeadConnector app, it will directly create a new project in the CompanyCam app. This simple integration not only enhances your business operations but also streamlines your project management. No need for manual switching between apps — save time and focus on lead nurturing and project execution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Project
Creates a new project in your account.
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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
Checklist Completed
Triggers when a checklist is completed.
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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
New Document
Triggers when a document is added to a project.
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