CompanyCam + LeadConnector
CompanyCam + LeadConnector
CompanyCam + LeadConnector integrations
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 this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Project NotepadUpdates the Project Notepad. CAUTION - Any overwrites to project notes cannot be undone.
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More things you can do with LeadConnector and CompanyCam
Discover other triggers and actions you can use with LeadConnector and CompanyCam
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Checklist Completed
Triggers when a checklist is completed.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- New Document
Triggers when a document is added to a project.
Try ItTriggerInstant
About CompanyCam
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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Related Zap Templates
- Manage new photos in CompanyCam by adding/updating opportunities in LeadConnector
- Update projects in CompanyCam when pipeline stages change in LeadConnector
- Update CompanyCam projects when pipeline stages change in LeadConnector
- Update LeadConnector contacts whenever a new project is labeled in CompanyCam
- Add new labeled projects in CompanyCam to opportunities in LeadConnector