LeadConnector + Microsoft Outlook
Create new Microsoft Outlook events when stages change in LeadConnector
Keep your calendar updated with your sales activities effortlessly. With this workflow, whenever a lead moves to a different stage in LeadConnector, an event gets promptly created in your Microsoft Outlook. This seamless process ensures you stay organized, enabling you to focus more on closing deals and less on manual data entry.
Keep your calendar updated with your sales activities effortlessly. With this workflow, whenever a lead moves to a different stage in LeadConnector, an event gets promptly created in your Microsoft Outlook. This seamless process ensures you stay organized, enabling you to focus more on closing deals and less on manual data entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
Calendar
Time BeforeRequired
Time Before (Unit)Required
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
Cancelled Calendar Event
Triggers when an event is cancelled.
Try It
