LeadConnector + My Web Audit
Run audits in My Web Audit whenever pipeline stages change in LeadConnector
Improve efficiency and ensure accuracy in your work flow with this integration between LeadConnector and My Web Audit. When a change occurs in your pipeline stage within LeadConnector, this automation promptly initiates an audit run in My Web Audit. It helps maintain accurate and up-to-date audit reports, making a significant contribution towards seamless lead management and optimization.
Improve efficiency and ensure accuracy in your work flow with this integration between LeadConnector and My Web Audit. When a change occurs in your pipeline stage within LeadConnector, this automation promptly initiates an audit run in My Web Audit. It helps maintain accurate and up-to-date audit reports, making a significant contribution towards seamless lead management and optimization.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Run Audit
Runs a new audit.
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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
Add New Task
Triggers when a new To-Do task is added to your account.
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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
Audit Email Read
Triggers when the user reads the email the first time.
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