ConnectWise Manage + LeadConnector
Create new companies in ConnectWise Manage when pipeline stages change in LeadConnector
Effortlessly streamline your lead management process with this workflow. When there is a change in the pipeline stage within the LeadConnector app, it will set off a process to create a new company in ConnectWise Manage app. This automation not only accelerates your workflow but also ensures accurate and timely data transfer. Try it to enhance your productivity and reduce human intervention in routine tasks.
Effortlessly streamline your lead management process with this workflow. When there is a change in the pipeline stage within the LeadConnector app, it will set off a process to create a new company in ConnectWise Manage app. This automation not only accelerates your workflow but also ensures accurate and timely data transfer. Try it to enhance your productivity and reduce human intervention in routine tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Company
Creates a new company.
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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
New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
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
Service Board Filter
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