FieldPulse + LeadConnector
Add new FieldPulse customers to LeadConnector as updated contacts
Keep track of new customers in real-time with this automated workflow. Once set up, each time a new customer is added in FieldPulse, their contact information is also updated or added in the LeadConnector system. This gives you seamless management of your customer information, saving you time for potential outreach or marketing campaigns.
Keep track of new customers in real-time with this automated workflow. Once set up, each time a new customer is added in FieldPulse, their contact information is also updated or added in the LeadConnector system. This gives you seamless management of your customer information, saving you time for potential outreach or marketing campaigns.
- When this happens...New Customer
Trigger when a new customer is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Customer
Trigger when a new customer is added.
Try ItJob Id
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FilenameRequired
Customer IdRequired
Job TitleRequired
Start time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
End time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
Notes
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Customer Id
FileRequired
FilenameRequired
First NameRequired
Last Name
Email
Phone
Address
City
State
Zip Code
Notes
First NameRequired
Last Name
Email
Phone
City
State
Zip Code
Address
Notes
Job Notes
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Job ID
Customer ID
Project ID
Project Name
Job Start Date
Job End Date
