CompanyCam + LeadConnector
Update CompanyCam project notepads when pipeline stages change in LeadConnector
When a lead progresses to a different stage in the LeadConnector platform, this workflow ensures that corresponding project notes within the CompanyCam application are effectively updated. It takes the hassle out of manually tracking and updating status changes, allowing you to focus more on nurturing leads and less on administrative tasks. This automation thus ensures a smooth progression in your lead management process.
When a lead progresses to a different stage in the LeadConnector platform, this workflow ensures that corresponding project notes within the CompanyCam application are effectively updated. It takes the hassle out of manually tracking and updating status changes, allowing you to focus more on nurturing leads and less on administrative tasks. This automation thus ensures a smooth progression in your lead management process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Project Notepad
Updates the Project Notepad. CAUTION - Any overwrites to project notes cannot be undone.
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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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