LeadConnector + monday.com
Create columns in monday.com when pipeline stages change in LeadConnector
Streamline your lead management process with this efficient workflow. Whenever there's a shift in the Pipeline Stage within LeadConnector, a corresponding new column appears in your monday.com board. This seamless transfer of information eliminates the need for tedious manual updates, simplifying your tasks and ensuring your team is in the loop with up-to-date data. Experience a well-coordinated approach to manage your leads with this straightforward action flow.
Streamline your lead management process with this efficient workflow. Whenever there's a shift in the Pipeline Stage within LeadConnector, a corresponding new column appears in your monday.com board. This seamless transfer of information eliminates the need for tedious manual updates, simplifying your tasks and ensuring your team is in the loop with up-to-date data. Experience a well-coordinated approach to manage your leads with this straightforward action flow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Column
Create a new column in 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
