LeadConnector + Trello
Create Trello cards when stages change in LeadConnector pipelines
Streamline your workflow with this setting that aids in task management. Each time a change is noticed in the stage of a lead within the LeadConnector app, a new card will be created in the Trello app accordingly. This smoothens task allocation and ensures swift follow-ups on leads, enhancing efficiency and productivity in your business operations.
Streamline your workflow with this setting that aids in task management. Each time a change is noticed in the stage of a lead within the LeadConnector app, a new card will be created in the Trello app accordingly. This smoothens task allocation and ensures swift follow-ups on leads, enhancing efficiency and productivity in your business operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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 Board
Triggers when a new board is added.
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
Board ID
List ID
Filter
Try It
