Create new events in The Events Calendar whenever pipeline stages change in LeadConnector
Whenever a lead advances in your Pipeline Stage within LeadConnector, this workflow ensures an associated event is instantly created in The Events Calendar app. It's an ideal solution to keep track of your lead's progress and coordinate necessary action plans. This automation helps to streamline your lead management process, boosting efficiency and saving time in your busy schedule.
Whenever a lead advances in your Pipeline Stage within LeadConnector, this workflow ensures an associated event is instantly created in The Events Calendar app. It's an ideal solution to keep track of your lead's progress and coordinate necessary action plans. This automation helps to streamline your lead management process, boosting efficiency and saving time in your busy schedule.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Event
Creates an Event.
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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
Canceled Event
Triggers when the event status is changed to canceled.
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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
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 Event
Triggers when a new event is created.
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