Create Eworks Manager leads from new lead status changes in FLG
Once you've converted your leads, you'll need to be able to manage your job from quote to installation. With this integration, you can seamlessly transfer your newly converted FLG leads to Eworks Manager, allowing you to concentrate on getting the job done.
Once you've converted your leads, you'll need to be able to manage your job from quote to installation. With this integration, you can seamlessly transfer your newly converted FLG leads to Eworks Manager, allowing you to concentrate on getting the job done.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Create Lead
Creates a new Lead
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
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Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Appointment Accepted
Triggers when an appointment is accepted.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
Appointment Action Required
Triggers when an appointment status is action required.
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