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Connecteam + LeadConnector

Connecteam + LeadConnector

Connecteam + LeadConnector integrations

Manage updated stages in LeadConnector by creating jobs with sub-jobs in Connecteam

This workflow streamlines your process when a pipeline stage changes in the LeadConnector app. In response, it quickly initiates the creation of a new job with sub-jobs in the Connecteam app. This automation not only saves time but also reduces the chances of errors or missed steps, allowing you to focus more on your operational tasks. Perfect for teams aiming to increase productivity and ensure seamless communication between LeadConnector and Connecteam.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
  2. automatically do this!
    Create Job With Sub-Jobs
    Create Job With Sub-Jobs
    Create Job With Sub-Jobs Creates a job with nested sub-jobs (with line items support)
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More things you can do with LeadConnector and Connecteam

Discover other triggers and actions you can use with LeadConnector and Connecteam

    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • 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 Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
    • Time Clock
      Required
    Trigger
    Instant
    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 Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
    • Time Clock
      Required
    Trigger
    Instant
    Try It
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About Connecteam
Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Related categories
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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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