LeadConnector + SuiteDash
Create tasks in SuiteDash when pipeline stages are updated in LeadConnector
Stay organized and proactive as your lead progresses with this streamlined workflow. Once a lead's stage changes in LeadConnector, a corresponding task is instantly created in SuiteDash, ensuring you always stay on top of important updates. This efficient workflow means you won't lose track of tasks and can focus on nurturing your leads.
Stay organized and proactive as your lead progresses with this streamlined workflow. Once a lead's stage changes in LeadConnector, a corresponding task is instantly created in SuiteDash, ensuring you always stay on top of important updates. This efficient workflow means you won't lose track of tasks and can focus on nurturing your leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Creates a new task.
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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 Company
Triggers when a new company is created.
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
New Contact
Triggers when a new contact is created.
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