LeadConnector + MyTime
LeadConnector + MyTime
LeadConnector + MyTime integrations
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.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!ClientCreate a client in MyTime
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More things you can do with LeadConnector and MyTime
Discover other triggers and actions you can use with LeadConnector and MyTime
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Adjustment Event Created
Triggers when an adjustment event is created
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- New,Updated or Deleted Appointment
Triggers when appointment is booked / updated / canceled / etc.
Try ItTriggerInstant
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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