Connecteam + LeadConnector
Create tasks in Connecteam when stages change in LeadConnector
Stay on top of your sales progress with this dynamic workflow. When a stage changes in your LeadConnector pipeline, it instantly creates a new task in your Connecteam app. This automation saves you time, allowing you to focus on making more sales instead of micromanaging mundane processes. Keep your team updated and make sure no potential lead falls neglected anymore!
Stay on top of your sales progress with this dynamic workflow. When a stage changes in your LeadConnector pipeline, it instantly creates a new task in your Connecteam app. This automation saves you time, allowing you to focus on making more sales instead of micromanaging mundane processes. Keep your team updated and make sure no potential lead falls neglected anymore!
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Create a new task under a specified board. Currently, only 'one-time' task is supported.
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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
Time ClockRequired
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
Time ClockRequired
Try It
