LeadConnector + monday.com
Update group positions in monday.com when pipeline stages change in LeadConnector
Update your team's task management efficiently with this easy-to-use workflow. When a lead's pipeline stage changes in LeadConnector, this setup will directly change the group position in monday.com. This seamless connection ensures that your project statuses align with sales progress in real time, keeping your team coordinated and focused on the tasks at hand.
Update your team's task management efficiently with this easy-to-use workflow. When a lead's pipeline stage changes in LeadConnector, this setup will directly change the group position in monday.com. This seamless connection ensures that your project statuses align with sales progress in real time, keeping your team coordinated and focused on the tasks at hand.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Group Position
Duplicate a group with its items
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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
