Connecteam + LeadConnector
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.
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.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Job With Sub-Jobs
Creates a job with nested sub-jobs (with line items support)
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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
