Jobber + LeadConnector
Create Jobber clients when pipeline stages are updated in LeadConnector
Boost your operational efficiency with this streamlined connection between LeadConnector and Jobber. With this workflow, when a lead moves forward in the pipeline in LeadConnector, a corresponding client profile is immediately created in Jobber. This not only keeps your client data consistently updated across both platforms, but also enhances your leads management, saving you time and increasing productivity.
Boost your operational efficiency with this streamlined connection between LeadConnector and Jobber. With this workflow, when a lead moves forward in the pipeline in LeadConnector, a corresponding client profile is immediately created in Jobber. This not only keeps your client data consistently updated across both platforms, but also enhances your leads management, saving you time and increasing productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client.
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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 Client Created
Triggers when a client is created.
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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
Campaign IDRequired
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
Client Updated
Triggers when a client is updated
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