LeadConnector + Podio
Create tasks in Podio when pipeline stages change in LeadConnector
Efficiently manage your workflow with this seamless integration between LeadConnector and Podio. Whenever a pipeline stage changes in LeadConnector, a corresponding task is promptly created in Podio. This automation not only keeps your tasks up-to-date but also saves you from the repetitive task of manual entry, letting you focus on more important tasks.
Efficiently manage your workflow with this seamless integration between LeadConnector and Podio. Whenever a pipeline stage changes in LeadConnector, a corresponding task is promptly created in Podio. This automation not only keeps your tasks up-to-date but also saves you from the repetitive task of manual entry, letting you focus on more important tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Triggers when you add 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
OrganizationRequired
WorkspaceRequired
Try It
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
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
Try It
