Add or update LMN estimates to create or refresh LeadConnector leads workflow
Easily handle new or updated estimates in your LMN app with this smart workflow. Once set up, each time a modification or addition is made to an estimate in LMN, the relevant lead information is promptly transferred to the LeadConnector, keeping your workflow streamlined and ensuring no detail goes unnoticed. This consistent and efficient process enhances the way you manage leads, keeping your business affairs organized and accurate.
- When this happens...Estimate Created or UpdatedTriggers when a new LMN estimate is created, or an existing LMN estimate is updated.
- automatically do this!Add Lead to WorkflowAdds a lead to an existing workflow.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with LMN and LeadConnector
Discover other triggers and actions you can use with LMN and LeadConnector
- Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Try ItTriggerPolling - Contact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Try ItTriggerPolling - Lead TypeRequired
- Lead NameRequired
- Lead First NameRequired
- Lead Last NameRequired
- Lead Address 1
- Lead Address 2
- Lead City
- Lead State
- Lead Zip
- Lead Country
- Referral Source
- Lead Classification
- Tags
- Lead Position
- Lead Email1
- Lead Email2
- Lead Phone1
- Lead Phone2
- Do Not Email
- Do Not Call
- Do Not Mail
- Contact Notes
- Jobsite Address 1
- Jobsite Address 2
- Jobsite City
- Jobsite State
- Jobsite Zip
- Jobsite Country
ActionWrite- LMN Lead ID
- Lead Name
- First Name
- Last Name
- Email Address
ActionSearch
- Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Try ItTriggerPolling - LMN Lead IDRequired
- Communication TypeRequired
- Date
- Task Name
- Due Date
- Status/Progress
- Priority
- Note
- Instructions
- Assignee Email Address
ActionWrite- LMN Lead IDRequired
- Lead Type
- Lead Name
- First Name
- Last Name
- Lead Address 1
- Lead Address 2
- Lead City
- Lead State
- Lead Zip
- Lead Country
- Referral Source
- Lead Classification
- Tags
- Lead Position
- Lead Email1
- Lead Email2
- Lead Phone1
- Lead Phone2
- Do Not Email
- Do Not Call
- Do Not Mail
- Contact Notes
- LMN Jobsite ID
- Jobsite Name
- Jobsite Address 1
- Jobsite Address 2
- Jobsite City
- Jobsite State
- Jobsite Zip
- Jobsite Country
ActionWrite- LMN Lead ID
- Lead NameRequired
- Lead First NameRequired
- Lead Last NameRequired
- Email Address
- Lead TypeRequired
- Lead Address 1
- Lead Address 2
- Lead City
- Lead State
- Lead Zip
- Lead Country
- Referral Source
- Lead Classification
- Tags
- Lead Position
- Lead Email1
- Lead Email2
- Lead Phone1
- Lead Phone2
- Do Not Email
- Do Not Call
- Do Not Mail
- Contact Notes
- Jobsite Address 1
- Jobsite Address 2
- Jobsite City
- Jobsite State
- Jobsite Zip
- Jobsite Country
ActionSearch or write
Related Zap Templates
- Create or update contacts in LeadConnector when new or updated contacts are recorded in LMN
- Create or update opportunities in LeadConnector when new contacts are created or updated in LMN
- Create or update opportunities in LeadConnector when new or updated estimates emerge in LMN
- Update LMN contacts whenever LeadConnector pipeline stages change
- Create or update contacts in LeadConnector for every new or updated estimate in LMN




