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Fieldnotes + zBuyer.com

Manage new zBuyer.com leads by updating or adding contacts in Fieldnotes

Optimize lead management with this efficient workflow that connects zBuyer.com and Fieldnotes. When you receive a new lead in zBuyer.com, the details get updated or a new contact will be created in Fieldnotes. This smooth integration helps you keep your contact database current, saving you time on manual data entry and ensuring you engage leads swiftly and effectively.

Optimize lead management with this efficient workflow that connects zBuyer.com and Fieldnotes. When you receive a new lead in zBuyer.com, the details get updated or a new contact will be created in Fieldnotes. This smooth integration helps you keep your contact database current, saving you time on manual data entry and ensuring you engage leads swiftly and effectively.

  1. When this happens...
    zBuyer.comzBuyer.com
    New Lead Received

    Triggers when a new lead arrives for your zBuyer Subscription.

    TriggerInstant
  2. automatically do this!
    FieldnotesFieldnotes
    Update or Add Contact

    Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Lead Type Filter

    • County Filter

    Trigger
    Instant
    Try It
  • Fieldnotes triggers, actions, and search

    New Conversation

    Triggers when the conversation is added.

    Trigger
    Instant
    Try It
    • Time Duration (minutes)

    Trigger
    Scheduled
    Try It
  • Fieldnotes triggers, actions, and search

    New AI Status

    Triggers when AI status of the contact is changed.

    Trigger
    Instant
    Try It
    • Time Duration (minutes)

    Trigger
    Scheduled
    Try It
  • Fieldnotes triggers, actions, and search

    New or Updated Meeting Note

    Triggers when you add or update a meeting note.

    Trigger
    Instant
    Try It
  • Fieldnotes triggers, actions, and search

    New or Updated Transaction

    Triggers when you add or update a transaction.

    Trigger
    Instant
    Try It
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About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
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Related categories

  • CRM (Customer Relationship Management)

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