fieldd + LeadConnector
Create and update LeadConnector opportunities from new fieldd bookings
Stay on top of new bookings in your fieldd app and seamlessly manage opportunities in LeadConnector with this automation. Once set up, this workflow triggers whenever a new booking occurs in fieldd, and then creates or updates an opportunity in LeadConnector. Streamline your booking management and ensure all resourceful information is captured for potential opportunities.
Stay on top of new bookings in your fieldd app and seamlessly manage opportunities in LeadConnector with this automation. Once set up, this workflow triggers whenever a new booking occurs in fieldd, and then creates or updates an opportunity in LeadConnector. Streamline your booking management and ensure all resourceful information is captured for potential opportunities.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Sales Receipt
Triggers when a new cash or card sales receipt is created.
Try ItFirst 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
New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
