Connecteam + LeadConnector
Create shifts in Connecteam when pipeline stages change in LeadConnector
Improve your workflow efficiency with this automation between LeadConnector and Connecteam. When a pipeline stage changes in LeadConnector, an immediate shift gets created in Connecteam. This streamlined process saves you time and ensures you're always up-to-date with your sales pipeline's progression.
Improve your workflow efficiency with this automation between LeadConnector and Connecteam. When a pipeline stage changes in LeadConnector, an immediate shift gets created in Connecteam. This streamlined process saves you time and ensures you're always up-to-date with your sales pipeline's progression.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Shift
Creates a new shift in a scheduler
- 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
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
