LeadConnector + monday.com
Change stages in LeadConnector and create new boards in monday.com
When a lead moves to a new stage in LeadConnector, ensure your team is on the same page by seamlessly creating a board in monday.com. This workflow saves you the manual work and helps to maintain an organized visualization of your sales pipeline. Stay in the loop and work efficiently, maximizing your team's collaboration and productivity.
When a lead moves to a new stage in LeadConnector, ensure your team is on the same page by seamlessly creating a board in monday.com. This workflow saves you the manual work and helps to maintain an organized visualization of your sales pipeline. Stay in the loop and work efficiently, maximizing your team's collaboration and productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Board
Creates a new board
- Free forever for core features
- 14 day trial for premium features & apps
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
