FlowyTeam + LeadConnector
Create objectives in FlowyTeam when pipeline stages change in LeadConnector
When a lead progresses in the Pipeline Stage within LeadConnector, an Objective is instantly generated within FlowyTeam. This workflow not only ensures real-time information tracking but also assists in keeping your team informed and aligned with leads' status. Experience smooth team collaboration and strategic decision-making with the seamless connection between LeadConnector and FlowyTeam.
When a lead progresses in the Pipeline Stage within LeadConnector, an Objective is instantly generated within FlowyTeam. This workflow not only ensures real-time information tracking but also assists in keeping your team informed and aligned with leads' status. Experience smooth team collaboration and strategic decision-making with the seamless connection between LeadConnector and FlowyTeam.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Objective
Triggers when an objective is created inside app or through API call.
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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
Create Employee
Triggers when a new employee is updated in your FlowyTeam account
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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
Create Key Result
Triggers when an key reuslt is created inside app or through API call.
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