LeadConnector + ProLine
Update and manage ProLine projects when LeadConnector pipeline stages change
Boost your project management efficiency with this handy workflow. When there's a change in your lead's stage within the LeadConnector app, a corresponding project is immediately created or updated in ProLine. This ensures your project status always reflects the latest lead activity, saving you time and reducing the need for manual data entry. Enhance your productivity and keep your projects in sync with your sales pipeline effortlessly.
Boost your project management efficiency with this handy workflow. When there's a change in your lead's stage within the LeadConnector app, a corresponding project is immediately created or updated in ProLine. This ensures your project status always reflects the latest lead activity, saving you time and reducing the need for manual data entry. Enhance your productivity and keep your projects in sync with your sales pipeline effortlessly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Project
Creates or updates 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
Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
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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
Campaign 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
Trigger on...Required
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