LeadConnector + Motion.io
Create new Motion.io projects when LeadConnector stages update
Whenever a lead progresses within LeadConnector, this workflow instantly creates a new project in Motion.io. This swift exchange ensures you're constantly updated, enabling you to swiftly move from tracking potential business to launching projects without skipping a beat. This seamless transition helps improve team productivity and ensures no opportunity is missed due to manual data transfer.
Whenever a lead progresses within LeadConnector, this workflow instantly creates a new project in Motion.io. This swift exchange ensures you're constantly updated, enabling you to swiftly move from tracking potential business to launching projects without skipping a beat. This seamless transition helps improve team productivity and ensures no opportunity is missed due to manual data transfer.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Creates a new project in Motion.io (optionally using a defined template).
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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
Client Chat Message
Triggers when a client adds a message in a project's chat
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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
Client Added or Updated
Triggers when a client in your client directory is added or updated.
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