JobTread + LeadConnector
Create new JobTread jobs when pipeline stages change in LeadConnector
Boost efficiency and stay organized with this streamlined workflow between LeadConnector and JobTread. When a stage change occurs in your lead flow in LeadConnector, a job is immediately created in JobTread. This systematic process not only reduces manual work but also ensures that your project pipeline is always updated and aligned with your lead generation activities. Watch your productivity soar with this convenient and effective automation.
Boost efficiency and stay organized with this streamlined workflow between LeadConnector and JobTread. When a stage change occurs in your lead flow in LeadConnector, a job is immediately created in JobTread. This systematic process not only reduces manual work but also ensures that your project pipeline is always updated and aligned with your lead generation activities. Watch your productivity soar with this convenient and effective automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Job
Create a new job.
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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
OrganizationRequired
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
OrganizationRequired
Try It
