LeadConnector + Project.co
Create new projects in Project.co when stages change in LeadConnector
Ease your project management with this streamlined workflow. When a lead's stage changes in LeadConnector, a new project will be instantly set up in Project.co, saving you the hassle of manual data entry. This efficient process ensures seamless lead to project transition, enabling you to concentrate on the strategic aspects of your business.
Ease your project management with this streamlined workflow. When a lead's stage changes in LeadConnector, a new project will be instantly set up in Project.co, saving you the hassle of manual data entry. This efficient process ensures seamless lead to project transition, enabling you to concentrate on the strategic aspects of your business.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Creates a project
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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
New Group
Triggers when a new ProjectCo group is created.
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
New Project
Triggers when a new Project.co project is created.
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