LeadConnector + Mobile Tech RX

LeadConnector + Mobile Tech RX integrations

Create and manage LeadConnector opportunities effortlessly when new estimates are formed in Mobile Tech RX

Create seamless workflows between Mobile Tech RX and LeadConnector. This automation triggers when a new estimate is crafted in Mobile Tech RX, prompting the addition or updating of an opportunity in LeadConnector. It simplifies your sales process, ensures fresh data, and saves you time and effort by eliminating manual data input. Harness this integration to keep your sales efforts on point and your opportunities up to date.

When this happens...
Estimate CreatedTriggers when you assign a client to the document for the first time. Triggers only once per document.
TriggerInstant
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Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Mobile Tech RX and LeadConnector

Discover other triggers and actions you can use with Mobile Tech RX and LeadConnector

Client Created
Triggers when a client is first created.
Trigger
Instant
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Client Created/Updated
Triggers when major changes occur to a client, including creation.
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Instant
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Estimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
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Instant
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Estimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Trigger
Instant
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All Estimate Events
Triggers when anything changes on an estimate, including creation.
Trigger
Instant
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Vehicle Approved on Estimate
Triggers when a vehicle is approved on an estimate.
Trigger
Instant
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Vehicle Removed From Estimate
Triggers when a vehicle is removed from an estimate.
Trigger
Instant
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Invoice Created
Triggers when an invoice is generated from a workorder or manually. Triggers only once per document number.
Trigger
Instant
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Invoice Re-Opened
Triggers when an invoice is re-opened. This would only happen if the invoice was closed.
Trigger
Instant
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Invoice Total Changed
Triggers when an invoice total changed.
Trigger
Instant
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Vehicle Added to Invoice
Triggers when an invoice has a vehicle added.
Trigger
Instant
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Workorder Assigned
Triggers when a technician or work assignment is changed on the workorder.
Trigger
Instant
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Workorder Created
Triggers when a workorder is generated off an estimate or created manually. Triggers only once per document number.
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Instant
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Workorder Total Changed
Triggers when an workorder total changed.
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Instant
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- Search by ID
- Search by Email
- Search by Phone
- Client Information
- Client Name
- First Name
- Last Name
- Email
- Phone
- Category
- Tax Rate
- Street Address
- City
- State
- ZIP Code
- Country
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Estimate Closed
Triggers when an estimate is closed.
Trigger
Instant
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Estimate Deleted
Triggers when an estimate is deleted.
Trigger
Instant
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Estimate Total Changed
Triggers when an estimate total changed.
Trigger
Instant
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Vehicle Added to Estimate
Triggers when a vehicle is added to an estimate.
Trigger
Instant
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Vehicle Rejected on Estimate
Triggers when a vehicle is rejected on an estimate.
Trigger
Instant
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Invoice Closed
Triggers when an invoice is closed.
Trigger
Instant
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Invoice Deleted
Triggers when an invoice is deleted.
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Instant
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Invoice Paid
Triggers when an invoice payment status changes.
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Instant
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All Invoice Events
Triggers when anything changes on an invoice, including creation.
Trigger
Instant
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Vehicle Removed From Invoice
Triggers when an invoice has a vehicle removed.
Trigger
Instant
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Workorder Closed
Triggers when a workorder is closed.
Trigger
Instant
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Workorder Deleted
Triggers when a workorder is deleted.
Trigger
Instant
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All Workorder Events
Triggers when anything changes on a workorder, including creation.
Trigger
Instant
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- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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

About LeadConnector

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

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About Mobile Tech RX

Mobile Tech RX is an estimating and invoicing business management software for Auto Reconditioning businesses.

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Related categories

Sales & CRM

Related Zap Templates

"create or update LeadConnector contacts when new or updated clients are added in Mobile Tech RX"