LeadConnector + Zoho Projects
Create new Zoho Projects when pipeline stages are updated in LeadConnector
Easily manage your workflow with this helpful automation. When the pipeline stage changes in the LeadConnector app, a new project will be created in your Zoho Projects app. This streamlines your workflow, ensuring all changes in lead status promptly result in action steps in your project management tool, efficiently improving your response time and task organization.
Easily manage your workflow with this helpful automation. When the pipeline stage changes in the LeadConnector app, a new project will be created in your Zoho Projects app. This streamlines your workflow, ensuring all changes in lead status promptly result in action steps in your project management tool, efficiently improving your response time and task organization.
- 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
ProjectRequired
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
Folder
Try It
