CompanyCam + LeadConnector
Update CompanyCam projects when pipeline stages change in LeadConnector
Boost your project management efficiency with this intelligent workflow. Whenever there's a pipeline stage change in LeadConnector, the system updates your CompanyCam, adding a new project to it. This automation helps you stay on top of your pipeline developments, ensuring every change triggers a prompt adjustment in your project repository. Stay focused on your leads, rest assured your projects are always up-to-date.
Boost your project management efficiency with this intelligent workflow. Whenever there's a pipeline stage change in LeadConnector, the system updates your CompanyCam, adding a new project to it. This automation helps you stay on top of your pipeline developments, ensuring every change triggers a prompt adjustment in your project repository. Stay focused on your leads, rest assured your projects are always up-to-date.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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
New Document
Triggers when a document is added to a project.
Try It
