Estimate Rocket + LeadConnector
Estimate Rocket + LeadConnector
Estimate Rocket + LeadConnector integrations
Create new clients in Estimate Rocket when stages change in LeadConnector
When a lead progresses in the LeadConnector app, keep your client details up-to-date by creating a new client record in Estimate Rocket. This simplified workflow enhances efficiency by eliminating the need for manual entry, ensuring your client information remains current across your business tools. Utilize this process to effortlessly stay organized and effectively manage your customers.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create ClientCreates a new client.
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More things you can do with LeadConnector and Estimate Rocket
Discover other triggers and actions you can use with LeadConnector and Estimate Rocket
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Assignment
Triggers when a new assignment is created.
Try ItTriggerInstant
- 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
ActionWrite- Workflow 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)
ActionWrite- 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
ActionWrite- New Client
Triggers when a new client is created.
Try ItTriggerPolling
About Estimate Rocket
Estimate Rocket is a project and client management platform that helps contractors create estimates, manage jobs, follow ups and track invoices & payments.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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