Triggers

Add Members to Project

Data sent to LeadOutcome, when the user adds one or more members to a specific project.

New Task

Data sent to LeadOutcome, when the user creates a new task in the project.

Create Task Comment

Data sent to LeadOutcome, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to LeadOutcome, when the user added a new comment.

New Activity

Data sent to LeadOutcome, when the user performs any activity.

New Task Activity

Data sent to LeadOutcome, when the user performs any activity on the particular task of the project.

Actions

Add Task

Creates a Task for either a Member or a Lead

Assign/Remove Campaign

Assign/Remove a Lead to/from Campaign

Create New Lead

Adds a Lead to your account

Send One Click Email

Sends a One-Click Email to a Lead

Send Member Email

Sends Lead details to a Member

Add Lead Note

Adds notes to a lead

Assign/Remove Tag

Assign/Remove a Tag from a Lead