Jobber + LeadConnector
Manage new Jobber invoices by adding or updating opportunities in LeadConnector
This workflow starts whenever a new invoice is created in Jobber, immediately updating or adding the corresponding opportunity in LeadConnector. It's a seamless solution for maintaining data accuracy across both platforms, ensuring your sales opportunities are always up to date with the latest financial information. Perfect for sales and accounting teams aiming for optimal efficiency.
This workflow starts whenever a new invoice is created in Jobber, immediately updating or adding the corresponding opportunity in LeadConnector. It's a seamless solution for maintaining data accuracy across both platforms, ensuring your sales opportunities are always up to date with the latest financial information. Perfect for sales and accounting teams aiming for optimal efficiency.
- When this happens...New Invoice Created
Triggers when an invoice is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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