LeadConnector + monday.com
Create groups in monday.com whenever stages change in LeadConnector
This workflow springs into action whenever there’s a change in the pipeline stage within the LeadConnector software. It allows you to seamlessly create a new group in monday.com without any manual intervention. This process assists your team in staying organized and updated about the latest leads in real-time, enhancing team productivity and paving the way for effective lead management.
This workflow springs into action whenever there’s a change in the pipeline stage within the LeadConnector software. It allows you to seamlessly create a new group in monday.com without any manual intervention. This process assists your team in staying organized and updated about the latest leads in real-time, enhancing team productivity and paving the way for effective lead management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Group
Creates a new group 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
