LeadConnector + Process Street
Initiate Process Street workflows when pipeline stages change in LeadConnector
Update your workflow with ease when changes occur in your lead pipeline. With this set-up, whenever there's a stage change in your LeadConnector, your workflow in Process Street will be instantly updated. This ensures your Process Street tasks mirror the progress in your sales funnel, enhancing your business efficiency. Improve your productivity with this seamless integration.
Update your workflow with ease when changes occur in your lead pipeline. With this set-up, whenever there's a stage change in your LeadConnector, your workflow in Process Street will be instantly updated. This ensures your Process Street tasks mirror the progress in your sales funnel, enhancing your business efficiency. Improve your productivity with this seamless integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Run Workflow
Runs a workflow.
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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
Workflow
Try It
