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.
- When this happens...Pipeline Stage ChangedTriggers 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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More things you can do with LeadConnector and Connecteam
Discover other triggers and actions you can use with LeadConnector and Connecteam
- 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- Time ClockRequired
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- Time ClockRequired
Try ItTriggerInstant
Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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