LeadConnector + MyCase
Create leads in MyCase when pipeline stages change in LeadConnector
Ensure your sales processes are efficient with this LeadConnector and MyCase workflow. When a change occurs in the pipeline stage within LeadConnector, a new lead is promptly generated in MyCase. This streamlined automation eliminates the need for manual data entry, keeping your sales operations seamless and up-to-date. Experience a boost in productivity by connecting your LeadConnector and MyCase applications.
Ensure your sales processes are efficient with this LeadConnector and MyCase workflow. When a change occurs in the pipeline stage within LeadConnector, a new lead is promptly generated in MyCase. This streamlined automation eliminates the need for manual data entry, keeping your sales operations seamless and up-to-date. Experience a boost in productivity by connecting your LeadConnector and MyCase applications.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
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
