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JobCloser + LeadConnector

JobCloser + LeadConnector

JobCloser + LeadConnector integrations

Create new JobCloser leads when stages change in LeadConnector pipeline

Boost your efficiency by linking LeadConnector with JobCloser. When a change in your sales pipeline stage occurs in LeadConnector, a new lead will be created in JobCloser. This workflow ensures a seamless transition between the two platforms, helping you manage leads effectively and speed up your sales process.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
    TriggerInstant
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadThis action creates a New Lead within JobCloser
    ActionWrite
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More things you can do with LeadConnector and JobCloser

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

    • 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
    • Name
      Required
    • Email
    • Phone
    • Job Address1
    • Job Address 2
    • Job City
    • Job State
    • Job Zip
    • Billing Address 1
    • Billing Address 2
    • Billing City
    • Billing State
    • Billing Zip
    • Customer Type
    • Referred By
    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
    • Name
      Required
    • Email
    • Phone
    • Job Address 1
    • Job Address 2
    • Job City
    • Job State
    • Job Zip
    • Billing Address 1
    • Billing Address 2
    • Billing City
    • Billing State
    • Billing Zip
    • Customer Type
    • Referred By
    Action
    Write
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About JobCloser
JobCloser is a custom CRM made to service the field service industry, helping small businesses quote jobs, invoice for work, collect payments online, and get paid faster.
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Related categories
Project Management
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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Related categories
Marketing Automation
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