fieldd + LeadConnector

fieldd + LeadConnector integrations

Add new sales receipts in fieldd to update opportunities in LeadConnector

Streamline your sales process with this integration. When a new sales receipt is recorded in FieldD, it immediately creates or updates an opportunity in LeadConnector. This efficient connection promotes effective sales tracking and management, ensuring that no potential leads are missed. Harness the power of automation to maintain an accurate and current sales pipeline.

When this happens...
New Sales ReceiptTriggers when a job or invoice is completed and final payment/receipt is processed.
TriggerInstant
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Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with fieldd and LeadConnector

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

Mark Invoice Paid
Triggers when an invoice is marked paid.
Trigger
Instant
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New Customer
Triggers when a new customer 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.
Trigger
Instant
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New Worker
Triggers when a new worker is created.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
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Add Customer
Add a customer in fieldd
Action
Write

Create Order
Create a Order in fieldd
Action
Write
- 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

New Booking
Triggers when a new job is booked.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Trigger
Instant
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New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Trigger
Instant
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Update Quote
Triggers when a quote is move to an accepted, won or denied state.
Trigger
Instant
Try It
Update Booking
Triggers when a booking is updated.
Trigger
Instant
Try It
Add Lead
Add a Lead in fieldd
Action
Write
New Worker
Create a worker in fieldd
Action
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

About fieldd

Fieldd enables companies to take control of their operations with our leading field service management software.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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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fieldd + LeadConnector

fieldd + LeadConnector

Add new sales receipts in fieldd to update opportunities in LeadConnector

More things you can do with fieldd and LeadConnector

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