LeadConnector + Schedule by Zapier
Schedule monthly tasks in LeadConnector with Schedule by Zapier
Ensure a seamless follow-up with your leads with this monthly schedule automation. When each month rolls around, a task will be seamlessly added in LeadConnector. This efficient workflow facilitates regular checks and balances in your lead management system, streamlining your business development process without the need for manual reminders or interventions.
Ensure a seamless follow-up with your leads with this monthly schedule automation. When each month rolls around, a task will be seamlessly added in LeadConnector. This efficient workflow facilitates regular checks and balances in your lead management system, streamlining your business development process without the need for manual reminders or interventions.
- When this happens...Every Month
Triggers every month, on the day(s) selected.
- automatically do this!Add Task
Adds a task to the account.
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Frequency TypeRequired
Interval
Start DateRequired
Time of DayRequired
Try ItTime Offset
Trigger on weekends?
Try ItDay of the WeekRequired
Time of DayRequired
Try ItFirst 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
Time of DayRequired
Trigger on weekends?
Try ItDay of the MonthRequired
Time of DayRequired
Try ItIn 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
