Initiate new Toggl Track projects when pipeline stages change in LeadConnector
Keep your project management efficient and streamlined with this automation between LeadConnector and Toggl Track. When a lead moves through different stages in your LeadConnector pipeline, a new project will be instantly created in your Toggl Track app, ensuring you can start tracking time and work right away. This workflow helps you save time on manual data entry tasks and assures consistent tracking of your prospects' progress.
Keep your project management efficient and streamlined with this automation between LeadConnector and Toggl Track. When a lead moves through different stages in your LeadConnector pipeline, a new project will be instantly created in your Toggl Track app, ensuring you can start tracking time and work right away. This workflow helps you save time on manual data entry tasks and assures consistent tracking of your prospects' progress.
- 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
New Client
Triggers when a new client is created.
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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
WorkspaceRequired
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