Flocksy + LeadConnector
Trigger new Flocksy projects when pipeline stages update in LeadConnector
Streamline your business processes with this efficient workflow between LeadConnector and Flocksy. When the status of a pipeline stage changes in LeadConnector, a new project is instantly created in Flocksy. This integration not only saves time but also ensures prompt action on crucial lead changes, enhancing your ability to manage tasks effectively.
Streamline your business processes with this efficient workflow between LeadConnector and Flocksy. When the status of a pipeline stage changes in LeadConnector, a new project is instantly created in Flocksy. This integration not only saves time but also ensures prompt action on crucial lead changes, enhancing your ability to manage tasks effectively.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a Project
Creates a New Project.
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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
File Delivered
Triggers when designer upload the files in the project detail chat.
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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
Select Project
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