LeadConnector + MyCase
Create new MyCase events when pipeline stages change in LeadConnector
Simplify your workflow with this automation. Whenever a lead moves to a different stage in LeadConnector, it generates an event in MyCase. You'll no longer require frequent manual checks, making the process more efficient and giving you extra time to focus on more important aspects of your business. This automation improves lead management by ensuring you're always aware of each lead's progress.
Simplify your workflow with this automation. Whenever a lead moves to a different stage in LeadConnector, it generates an event in MyCase. You'll no longer require frequent manual checks, making the process more efficient and giving you extra time to focus on more important aspects of your business. This automation improves lead management by ensuring you're always aware of each lead's progress.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Event
Creates a new 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
ActionRequired
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
CampaignRequired
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
ActionRequired
Try It
