LeadConnector + Maidily

Create new opportunities in LeadConnector for each new customer in Maidily

Welcome new customers from the Maidily app efficiently by seamlessly updating or adding them as opportunities in LeadConnector. This workflow allows you to ensure no potential client falls through the cracks, helping you stay on top of leads and ultimately boost your business growth. Streamline your customer management process, save time and increase productivity with this smart automation.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Quote Accepted
Triggers when the quote is accepted.
Trigger
Polling
Try It
Subscription Cancelation
Triggers when a job subscription is canceled.
Trigger
Polling
Try It
Job Deleted
Triggers when the job is deleted.
Trigger
Polling
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Job Assigment
Triggers when a job is assigned to a technician or team.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It

New Quote
Triggers when a new quote is created.
Trigger
Polling
Try It
Paid Job
Triggers when a job is paid through an invoice/gets charged through the job details.
Trigger
Polling
Try It

Quote Rejected
Triggers when the quote is rejected.
Trigger
Polling
Try It
Quote Update
Triggers when the quote details of a quote are updated.
Trigger
Polling
Try It
- 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
- Date of Birth
Action
Write
- Workflow IDRequired
- 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 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
Action
Write

Job Cancelation
Triggers when a job is getting canceled.
Trigger
Polling
Try It
Customer Deleted
Triggers when a customer is deleted.
Trigger
Polling
Try It
Tech Deleted
Triggers when the technician is removed/deleted.
Trigger
Polling
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Job Updated
Triggers when a job is getting updated.
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
Try It
New Tech
Triggers when a new technician is created.
Trigger
Polling
Try It
Quote Expired
Triggers when a quote has expired.
Trigger
Polling
Try It
New Time Off Request
Triggers when a new time off request is created.
Trigger
Polling
Try It
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Maidily

Maidily is a scheduling software for cleaning businesses across the nation. Use Maidily to organize and automate your business while increasing conversion rates.

Related categories

Productivity

Related Zap Templates

Create new LeadConnector opportunities whenever new jobs are added in Maidily

Related Zap Templates

Create new LeadConnector opportunities whenever new jobs are added in Maidily

LeadConnector + Maidily

Create new opportunities in LeadConnector for each new customer in Maidily

Supported triggers and actions

Quote Accepted

Subscription Cancelation

Job Deleted

Job Assigment

New Customer

New Quote

Paid Job

Quote Rejected

Quote Update

Add/Update Contact

Add Lead to Workflow

Add Task

Job Cancelation

Customer Deleted

Tech Deleted

Job Updated

New Job

New Tech

Quote Expired

New Time Off Request

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Maidily

Related categories

Related Zap Templates

Related Zap Templates