Eworks Manager + LeadConnector

Eworks Manager + LeadConnector integrations

Manage new Eworks Manager leads by adding or updating opportunities in LeadConnector

This seamless workflow allows you to streamline your lead management process by instantly updating opportunities in LeadConnector whenever a new lead is detected in Eworks Manager. This automation not only reduces manual data entry but also ensures that your sales team is always armed with the latest leads, enabling faster follow-up and improved lead conversion. Make the most out of every lead and keep your business opportunities constantly updated with this efficient system.

When this happens...
New LeadTriggers when a new lead 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 Eworks Manager and LeadConnector

Discover other triggers and actions you can use with Eworks Manager and LeadConnector

Appointment Accepted
Triggers when an appointment is accepted.
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Appointment Cancelled
Triggers when an appointment is cancelled.
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Instant
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Appointment Declined
Triggers when an appointment is declined.
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Instant
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Appointment on Route
Triggers when an appointment status changed to on route.
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Instant
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Appointment Status Changed
Triggers when appointment status is changed.
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Instant
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Expense Authorised
Triggers when an expense is authorised.
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Instant
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Expense Updated
Triggers when an expense is updated.
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Instant
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Invoice Paid
Triggers when an invoice is paid.
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Instant
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Item Updated
Triggers when an item is updated.
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Instant
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Job Authorised
Triggers when a job is Authorised.
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Instant
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Job Completed
Triggers when a job is completed.
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Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
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Instant
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Job Updated
Triggers when a job is updated.
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Instant
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Lead Rejected
Triggers when a lead is rejected.
Trigger
Instant
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New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new Item is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
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Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
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Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
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Instant
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Quote Accepted
Triggers when a quote is accepted.
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Instant
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Quote Updated
Triggers when a quote is updated.
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Instant
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- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier Name
  Required
- Customer Name
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
  Required
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write
- 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

Appointment Action Required
Triggers when an appointment status is action required.
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Instant
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Appointment Completed
Triggers when an appointment is completed.
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Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
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Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
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Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Expense Paid
Triggers when an expense is paid.
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
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Instant
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Job Cancelled
Triggers when a job is Cancelled.
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Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
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Instant
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Job Status Changed
Triggers when a job status is changed.
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Instant
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Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
  Required
- Telephone
  Required
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Search or write
- 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

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

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Related categories

Project Management

About LeadConnector

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

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Marketing Automation

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