LeadConnector + Onepage
Create tasks in LeadConnector for each new lead from Onepage
Streamline your lead management process with this efficient workflow. When a new lead is added in Onepage, it instantly creates a new task in LeadConnector. This ensures you never miss a potential opportunity and helps you stay organized and proactive in your follow-ups. Embrace this smooth automation for a seamless and productive lead management experience.
Streamline your lead management process with this efficient workflow. When a new lead is added in Onepage, it instantly creates a new task in LeadConnector. This ensures you never miss a potential opportunity and helps you stay organized and proactive in your follow-ups. Embrace this smooth automation for a seamless and productive lead management experience.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Add Task
Adds a task to the account.
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Select siteRequired
Try ItFirst 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
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
