LeadConnector + One Click Contractor
Create or update LeadConnector opportunities when new or updated estimates occur in One Click Contractor
Quickly respond to your customers and keep your sales funnel updated with this efficient workflow. As soon as you create or modify an estimate in One Click Contractor, it simultaneously leads to an addition or update of an opportunity in LeadConnector. Offering a seamless transition between the two platforms, this automation saves time and ensures your sales team always has up-to-the-minute information, thus smoothing the pathway for closing deals.
Quickly respond to your customers and keep your sales funnel updated with this efficient workflow. As soon as you create or modify an estimate in One Click Contractor, it simultaneously leads to an addition or update of an opportunity in LeadConnector. Offering a seamless transition between the two platforms, this automation saves time and ensures your sales team always has up-to-the-minute information, thus smoothing the pathway for closing deals.
- When this happens...Estimate Created or Updated
Triggers when an Estimate is created and/or updated.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Selected Org(s)Required
Include All Child OrgsRequired
FilterRequired
Try ItSelected Org(s)Required
Include All Child OrgsRequired
Event(s)Required
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Selected Org(s)Required
Include All Child OrgsRequired
FilterRequired
Try ItCustomer NameRequired
Name
Customer Email
Lead Source
Job Types
Phone Name
Phone Number
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Assigned User
External ID
Start Time
End Time
Appointment Summary
Description
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
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)
