Fergus + LeadConnector

Fergus + LeadConnector integrations

"create or update LeadConnector contacts when new Fergus quotes are generated"

Manage your contacts more efficiently with this workflow. When a new quote is created in Fergus, the same contact details are added or updated in LeadConnector. This ensures that your contact information stays current in both applications, reducing time spent on manual data entry and enhancing the efficiency of your sales process.

When this happens...
New QuoteTriggers when a new quote is created.
TriggerPolling
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Fergus and LeadConnector

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

- Initial Fetch Size
Trigger
Polling
Try It
- Page Size
Trigger
Polling
Try It
- Page Size
- Quote Status Filter
Trigger
Polling
Try It
- Site
  Required
Action
Write
- Customer Full Name
  Required
- Main Contact First Name
  Required
- Main Contact Last Name
  Required
- Main Contact Position
- Main Contact Company
- Main Contact Email
- Main Contact Phone
- Main Contact Mobile
- Main Contact Fax
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Suburb
- Physical Address City
- Physical Address Region/State
- Physical Address Postcode/ZIP
- Physical Address Country
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Position
- Billing Contact Company
- Billing Contact Email
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact Fax
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Suburb
- Postal Address City
- Postal Address Region/State
- Postal Address Postcode/ZIP
- Postal Address Country
Action
Write

- Job ID
  Required
- Job Type
  Required
- Job Title
  Required
- Job Description
  Required
- Customer ID
  Required
- Site ID
  Required
Action
Write
- Customer ID
  Required
Action
Search

- Site ID
  Required
Action
Search
- Quote Status Filter
- Sort Field
- Sort Order
- Page Size
Action
Search
- Search Text
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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

- Page Size
- Quote Status Filter
Trigger
Polling
Try It
- Initial Fetch Size
Trigger
Polling
Try It
- Page Size
Trigger
Polling
Try It
- Site Name
- Default Contact First Name
  Required
- Default Contact Last Name
- Default Contact Position
- Default Contact Company
- Contact Type
- Contact Value
- Site Address Line 1
  Required
- Site Address Line 2
- Site Address Suburb
- Site Address City
- Site Address Region/State
- Site Address Postcode/ZIP
- Site Address Country
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Position
- Billing Contact Company
- Contact Type
- Contact Value
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Suburb
- Postal Address City
- Postal Address Region/State
- Postal Address Postcode/ZIP
- Postal Address Country
Action
Write
- Job Type
  Required
- Create as Draft
- Job Title
- Job Description
- Customer ID
- Site ID
Action
Write
- Job ID
  Required
Action
Write
- Job
  Required
Action
Search
- Job ID
  Required
Action
Search
- Search Text
Action
Search
- General Search
- Site Name
- City
- Postal Code
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 Fergus

Fergus is a job management software for plumbers, electricians and other trades.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About LeadConnector

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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