LeadConnector + Process Street

LeadConnector + Process Street integrations

Create and update LeadConnector opportunities from completed Process Street tasks

Efficiently manage your sales pipeline by instantly updating opportunities in LeadConnector each time a task is checked off in Process Street. This automation ensures you stay on top of your prospects, streamlining your workflow and saving you time. Now, you can focus on closing deals and growing your business, while this integration takes care of keeping your data accurate and up-to-date.

When this happens...
New Task CheckedTriggers when a task is checked off in a workflow.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Process Street and LeadConnector

Discover other triggers and actions you can use with Process Street and LeadConnector

- Workflow
Trigger
Instant
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- Data Set
  Required
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It

- Data Set
  Required
Action
Write
- Workflow
  Required
- Workflow Run ID
  Required
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write

- Workflow
  Required
- Workflow Run
  Required
- Task
  Required
- Task Status
- Due Date
Action
Write
- HelpCopy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- HelpCopy
- Workflow Run ID
- Workflow
  Required
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Data Set
  Required
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- Workflow
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
Action
Search
- Data Set
  Required
Action
Search or write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.

Learn moreLearn moreHelpHelp

Related categories

Productivity

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Related Zap Templates

Update LeadConnector contacts when Process Street workflow runs complete

Initiate Process Street workflows when pipeline stages change in LeadConnector

Manage new checked tasks in Process Street by adding or updating contacts in LeadConnector