LeadConnector + Microsoft Teams
Update Microsoft Teams chat messages when LeadConnector pipeline stages change
Effortlessly keep your team informed on important changes in your sales process with this workflow. When a pipeline stage is altered in LeadConnector, it will automatically trigger a chat message to be sent in Microsoft Teams. Stay up-to-date on your leads' progress and boost team communication with this time-saving automation.
Effortlessly keep your team informed on important changes in your sales process with this workflow. When a pipeline stage is altered in LeadConnector, it will automatically trigger a chat message to be sent in Microsoft Teams. Stay up-to-date on your leads' progress and boost team communication with this time-saving automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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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
TeamRequired
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
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
TeamRequired
ChannelRequired
Member
Highlight Word
Try It
