LeadConnector + Mobile Tech RX
Create new LeadConnector contacts from newly created estimates in Mobile Tech RX
When a new estimate is created inside the Mobile Tech RX app, this workflow instantly adds or updates the contact information in the LeadConnector app. Perfect for businesses utilizing both platforms, it streamlines the process of data management and ensures your LeadConnector records are always updated with information from Mobile Tech RX. This seamless connection between the two apps enhances productivity and reduces manual input.
When a new estimate is created inside the Mobile Tech RX app, this workflow instantly adds or updates the contact information in the LeadConnector app. Perfect for businesses utilizing both platforms, it streamlines the process of data management and ensures your LeadConnector records are always updated with information from Mobile Tech RX. This seamless connection between the two apps enhances productivity and reduces manual input.
- When this happens...Estimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Client Created
Triggers when a client is first created.
Try ItClient Created/Updated
Triggers when major changes occur to a client, including creation.
Try ItEstimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Try ItEstimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Try It
