fieldd + LeadConnector
Add new fieldd sales receipts to LeadConnector as campaign leads
Accelerate your sales process with this efficient workflow between the Fieldd app and LeadConnector. Upon registering a new sales receipt in Fieldd, a lead will be swiftly added to a campaign in your LeadConnector account. This seamless connection not only streamlines your sales operations but also empowers you to nurture these leads with potential campaigns promptly. Enhance your customer engagement strategy with this automated workflow.
Accelerate your sales process with this efficient workflow between the Fieldd app and LeadConnector. Upon registering a new sales receipt in Fieldd, a lead will be swiftly added to a campaign in your LeadConnector account. This seamless connection not only streamlines your sales operations but also empowers you to nurture these leads with potential campaigns promptly. Enhance your customer engagement strategy with this automated workflow.
- When this happens...New Sales Receipt
Triggers when a new cash or card sales receipt is created.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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
