LeadConnector + Sera Systems
Create and update contacts in LeadConnector for new appointments in Sera Systems
Easily manage your contacts with this effective workflow. When a new appointment is scheduled in Sera Systems, the information is swiftly transferred to LeadConnector, enabling you to add or update a contact. This seamless connection between the two apps not only saves time but also ensures your contact lists are always up-to-date for efficient communication and lead management.
Easily manage your contacts with this effective workflow. When a new appointment is scheduled in Sera Systems, the information is swiftly transferred to LeadConnector, enabling you to add or update a contact. This seamless connection between the two apps not only saves time but also ensures your contact lists are always up-to-date for efficient communication and lead management.
- When this happens...Appointment Created
Triggers when a new appointment is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Appointment Created
Triggers when a new appointment is created.
Try ItCustomer Created
Triggers when a new customer is created.
Try ItQuote Accepted
Triggers when a quote is accepted.
Try ItIn PipelineRequired
Moved to Stage
Try It
Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
Try ItInvoice Accepted
Triggers when invoice is accepted.
Try ItQuote Denied
Triggers when a quote is denied.
Try ItFirst 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
