Ascora + LeadConnector

Ascora + LeadConnector integrations

Create and manage LeadConnector opportunities when a new quote is added in Ascora

Whenever a new quote is created in Ascora, let this workflow take over. It will instantly update or add an opportunity in LeadConnector, ensuring you never miss a chance to clinch a deal. Instead of manually transferring data between the two platforms, let this smooth integration enhance your lead management process and maximize your productivity.

When this happens...
New QuoteTriggers when a new Quote is created.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Ascora and LeadConnector

Discover other triggers and actions you can use with Ascora and LeadConnector

Customer Modified
Triggers when an existing Customer is modified.
Trigger
Instant
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Job Modified
Triggers when an existing Job is modified.
Trigger
Instant
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New Customer
Triggers when a new Customer is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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Quote Modified
Triggers when an existing Quote is modified.
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Mobile
- Phone
- Address Line 1
- Address Line 2
- Address Suburb
- Address State
- Address Postcode
- Address Country
- Enquiry Description
  Required
Action
Write
- Quote ID
- Quote Number
- Quote Name
- Quote Description
- Quotation Date
- Valid To Date
- Total Inc Tax
- Total Ex Tax
- Pricing Method
- Purchase Order Number
- Client Order Number
- Address Line 1
- Address Line 2
- Suburb
- State
- Postcode
- Country
- Job Type
- Site Customer Name
- Billing Customer Name
- Site Contact Name
- Billing Contact Name
Action
Write

- Contact ID
- Customer ID
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Default Contact
- Fax Number
- Contact Role
Action
Write
- Quote Number
  Required
- Quote Status
  Required
- Reason for Loss
Action
Write
- Filter Text
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Enquiry Modified
Triggers when an existing Enquiry is modified.
Trigger
Instant
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Job Status Updated
Triggers when a Job Status has changed.
Trigger
Instant
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New Enquiry
Triggers when a new Enquiry is created.
Trigger
Instant
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New Quote
Triggers when a new Quote is created.
Trigger
Instant
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Quote Status Changed
Triggers when the Status of a Quotation is changed.
Trigger
Instant
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- Job ID
- Job Number
- Job Name
- Job Description
- Work Undertaken
- Job Status
- Date Created
- Pricing Method
- Total Inc Tax
- Total Ex Tax
- Purchase Order Number
- Client Order Number
- Address Line 1
- Address Line 2
- Suburb
- State
- Postcode
- Country
- Latitude
- Longitude
- Job Type
- Site Customer Name
- Site Contact Name
- Billing Customer Name
- Billing Contact Name
- Completed Date
Action
Write
- Supplier ID
- Supplier Number
- Name
- Business Number
- Contact First Name
- Contact Last Name
- Notes
- Phone
- Fax
- Mobile
- Email Address
- Expense Account
- Street Line 1
- Street Line 2
- Street Suburb
- Street State
- Street Postcode
- Postal Line 1
- Postal Line 2
- Postal Suburb
- Postal Postcode
- Postal State
Action
Write
- Customer ID
- Customer Number
- Company Name
- Contact First Name
- Contact Last Name
- Email Address
- Phone Number
- Mobile Number
- On Hold
- Street Line 1
- Street Line 2
- Street Suburb
- Street State
- Street Postcode
- Street Country
- Street Longitude
- Street Latitude
- Postal Line 1
- Postal Line 2
- Postal Suburb
- Postal Postcode
- Postal State
- Postal Country
- Customer Type
- Lead Source
- Billing Customer
- Assigned User
Action
Write
- Filter Text
Action
Search
- Customer Type
- Lead Source
- Assigned User
- Site or Billing Type
- Filter Text
- Page Size
- Page Number
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About Ascora

Ascora is a complete Job Mangement System for trades and services-based businesses

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Related categories

App Builder

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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Update and manage LeadConnector contacts when customers are modified in Ascora