LeadConnector + Nifty
Create tasks in Nifty when pipeline stages are updated in LeadConnector
Streamline your lead management process with this efficient workflow. When a change occurs to a pipeline stage in LeadConnector, it triggers a new task to be immediately created in Nifty. This ensures your team stays updated and prompt action can be taken, enhancing productivity and lead engagement.
Streamline your lead management process with this efficient workflow. When a change occurs to a pipeline stage in LeadConnector, it triggers a new task to be immediately created in Nifty. This ensures your team stays updated and prompt action can be taken, enhancing productivity and lead engagement.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Creates a new 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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
ProjectRequired
Try It
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Nifty
Nifty helps you communicate with your team members and manage your projects — all in one place. Project management has never been easier, fun, and more efficient.