Create and update opportunities in LeadConnector for new leads in JobProgress
Improve your sales process with this streamlined workflow between JobProgress and LeadConnector. As soon as there's a new lead in JobProgress, the information is instantly sent to LeadConnector, where an opportunity is added or updated. This ensures that you always have the latest information at your fingertips, making it easier to close deals and grow your business.
Improve your sales process with this streamlined workflow between JobProgress and LeadConnector. As soon as there's a new lead in JobProgress, the information is instantly sent to LeadConnector, where an opportunity is added or updated. This ensures that you always have the latest information at your fingertips, making it easier to close deals and grow your business.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
In PipelineRequired
Moved to Stage
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
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