LeadConnector + One Click Contractor integrations
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.
- When this happens...Estimate Created or UpdatedTriggers when a Job is created and/or updated.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with One Click Contractor and LeadConnector
Discover other triggers and actions you can use with One Click Contractor and LeadConnector
- Selected Org(s)Required
- Include All Child OrgsRequired
- FilterRequired
Try ItTriggerInstant- Selected Org(s)Required
- Include All Child OrgsRequired
- Event(s)Required
Try ItTriggerInstant- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite
- Selected Org(s)Required
- Include All Child OrgsRequired
- FilterRequired
Try ItTriggerInstant- Customer 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
ActionWrite- 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
ActionWrite- 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)
ActionWrite
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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