fieldd + LeadConnector
Add new fieldd bookings to LeadConnector as contacts
Streamline your sales process by integrating fieldd and LeadConnector. With this workflow, every time a new booking is made in fieldd, the customer's information will be instantly updated or added as a new contact in LeadConnector. This ensures a seamless transition between booking a service and managing your leads, saving you valuable time and effort.
Streamline your sales process by integrating fieldd and LeadConnector. With this workflow, every time a new booking is made in fieldd, the customer's information will be instantly updated or added as a new contact in LeadConnector. This ensures a seamless transition between booking a service and managing your leads, saving you valuable time and effort.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
