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JobProgress + LeadConnector

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.

  1. When this happens...
    JobProgressJobProgress
    New Lead

    New Lead from JobProgress

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • JobProgress triggers, actions, and search

    New Customer

    New Customer from jobprogress

    Trigger
    Scheduled
    Try It
    • Lead Id

    • Job Id / Job Number (8888-9999-01)

    • Documents ListRequired

    Action
    Write
    • 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

    Action
    Write
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • IDRequired

    • First NameRequired

    • Last Name

    • PhoneRequired

    • EmailRequired

    • Company Name

    • Address

    • City

    • State

    • Zip Code

    • Country

    Action
    Write
    • Lead IdRequired

    • Value

    • Latitude

    • Longitude

    • Address

    • City

    • House Number

    • Street

    • Zip Code

    • State

    • Country

    • Company

    • Documents List

    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone

    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 LeadRequired

    • Notes

    • Business Name

    • Country

    Action
    Write
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jobprogress logo

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors
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Related categories

  • CRM (Customer Relationship Management)

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leadconnector logo

Related categories

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