LeadConnector + monday.com
Create items in monday.com when LeadConnector pipeline stages change
Keep your monday.com boards up to date with the latest lead information by creating items whenever a Pipeline Stage changes in LeadConnector. This workflow ensures that your team always has the most relevant and updated information, so you can stay on top of your leads and never miss an opportunity. No need to manually add new items to your monday.com boards - just set up this automation and it will do the work for you.
Keep your monday.com boards up to date with the latest lead information by creating items whenever a Pipeline Stage changes in LeadConnector. This workflow ensures that your team always has the most relevant and updated information, so you can stay on top of your leads and never miss an opportunity. No need to manually add new items to your monday.com boards - just set up this automation and it will do the work for you.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Item
Create a new Item in a board
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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
Board IDRequired
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
Item Created In Board Copy
Board IDRequired
Try It
