LeadConnector + Motion
Create tasks in Motion when pipeline stages change in LeadConnector
Keep your tasks updated without the hassle of manual entries. This workflow springs into action when a lead pipeline stage changes in LeadConnector, automatically generating a new task in Motion. It not only accelerates your response time, but can also enhance your conversion rates. It's an effective way to streamline your lead management process.
Keep your tasks updated without the hassle of manual entries. This workflow springs into action when a lead pipeline stage changes in LeadConnector, automatically generating a new task in Motion. It not only accelerates your response time, but can also enhance your conversion rates. It's an effective way to streamline your lead management process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Creates a new Motion Task
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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
Workspace IDRequired
Project NameRequired
Description
Due Date
Priority
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
Workspace IDRequired
Task NameRequired
ScheduleRequired
Due Date
Duration (minutes)
Description
Priority
Start Date
Deadline Type
Auto Scheduled
