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.
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 Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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