LeadConnector + Todoist
Create tasks in Todoist when pipeline stages change in LeadConnector
Stay on top of your lead management process with this efficient workflow. As soon as a lead's status changes in LeadConnector, a new task gets generated in Todoist. This allows you to maintain a rigorous follow-up routine, ensuring that no lead slips through the cracks. It's the ideal solution for those seeking a seamless way to streamline and manage their sales pipeline in real time.
Stay on top of your lead management process with this efficient workflow. As soon as a lead's status changes in LeadConnector, a new task gets generated in Todoist. This allows you to maintain a rigorous follow-up routine, ensuring that no lead slips through the cracks. It's the ideal solution for those seeking a seamless way to streamline and manage their sales pipeline in real time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Creates a new task.
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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
Project
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
ProjectRequired
Try It
