Create Jobber clients from updated LeadConnector stages for seamless lead management
Effortlessly manage your sales pipeline and client database with this seamless workflow. When a lead's stage changes in LeadConnector, this integration will create a new client in Jobber, instantly updating your client list and ensuring smooth transitions between sales stages. Stay organized and never miss a beat while providing top-notch service to your clients.
Effortlessly manage your sales pipeline and client database with this seamless workflow. When a lead's stage changes in LeadConnector, this integration will create a new client in Jobber, instantly updating your client list and ensuring smooth transitions between sales stages. Stay organized and never miss a beat while providing top-notch service to your clients.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client.
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In 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
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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)
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
New Client
Triggers when a client is created.
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