FieldPulse + LeadConnector

Create opportunities in LeadConnector for every new customer in FieldPulse

Boost your sales pipeline efficiency with this workflow. Whenever a new customer comes on board in FieldPulse, an opportunity will be added or updated accordingly in LeadConnector. It provides a seamless connection between your customer management and sales processes, helping streamline your operations and avoid missing any potential leads. This workflow ensures every customer from FieldPulse has a corresponding opportunity built in LeadConnector, hence enhancing your lead management effectively.

When this happens...
New Customer
Trigger when a new customer is added.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- WorkflowRequired
- StatusRequired
Trigger
Instant
Try It
Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
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- Customer Id
- FileRequired
- FilenameRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Write

- First NameRequired
- Last Name
- Email
- Phone
- City
- State
- Zip Code
- Address
- Notes
- Job Notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search

- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- StatusRequired
Trigger
Instant
Try It
- Page
Trigger
Instant
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Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
Try It
- Job ID
- File pathRequired
- File nameRequired
Action
Write
- Customer IdRequired
- Job TitleRequired
- Start timeRequired
- End timeRequired
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Search or 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 LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- 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 TitleRequired
- Task DescriptionRequired
- 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