LeadConnector + Teamwork
Create Teamwork projects when LeadConnector pipeline stages change
Effortlessly manage your projects by connecting LeadConnector and Teamwork with this workflow. When a pipeline stage changes in LeadConnector, it instantly updates the corresponding stage in Teamwork, ensuring your team has real-time access to the latest project information. Stay organized and boost productivity by streamlining your sales pipeline with this seamless integration.
Effortlessly manage your projects by connecting LeadConnector and Teamwork with this workflow. When a pipeline stage changes in LeadConnector, it instantly updates the corresponding stage in Teamwork, ensuring your team has real-time access to the latest project information. Stay organized and boost productivity by streamlining your sales pipeline with this seamless integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Creates a new 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
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
New Calendar Event
Triggered when you add a new calendar event.
Try It
