LeadConnector + MyTime
Update MyTime clients when pipeline stages change in LeadConnector
This workflow starts in LeadConnector when your sales pipeline stage is updated. From there, it immediately carries out a predefined Client action in MyTime. Utilize this automation to smoothly transition updates from LeadConnector to MyTime and better manage your client relations. Save time and enhance process efficiency with this effective, combined application workflow.
This workflow starts in LeadConnector when your sales pipeline stage is updated. From there, it immediately carries out a predefined Client action in MyTime. Utilize this automation to smoothly transition updates from LeadConnector to MyTime and better manage your client relations. Save time and enhance process efficiency with this effective, combined application workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Client
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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
New Adjustment Event Created
Triggers when an adjustment event is created
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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
New,Updated or Deleted Appointment
Triggers when appointment is booked / updated / canceled / etc.
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