Copilot CRM + LeadConnector
Update to-dos in Copilot CRM when pipeline stages change in LeadConnector
This workflow helps streamline your lead management by reacting to changes in the Pipeline Stage inside LeadConnector. Once a change occurs, it initiates a task creation process in the Copilot CRM app, ensuring you efficiently track and manage your prospects. Stay on top of each lead's journey, optimise your workload, and improve your chances of conversions with this handy automation.
This workflow helps streamline your lead management by reacting to changes in the Pipeline Stage inside LeadConnector. Once a change occurs, it initiates a task creation process in the Copilot CRM app, ensuring you efficiently track and manage your prospects. Stay on top of each lead's journey, optimise your workload, and improve your chances of conversions with this handy automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create To-Do
Creates a to-do item
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Close Visit
Triggers when a visit to a customer is closed.
Try It
