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 ChangedTriggers when the pipeline stage was updated for an opportunity. 
- automatically do this!Create CompanyCreates a new company. 
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- In PipelineRequired 
- Moved to Stage 
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- 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 
 
- Phone Number 
- Email 
- First Name 
- Last Name 
- Full Name 
 
- New, Updated or Both 
- Company Filter 
- Contact Type Filter 
- Specific Contact Filter 
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- 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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