LeadConnector + Sera Systems
Create new LeadConnector opportunities when appointments are created in Sera Systems
When a new appointment is arranged in the Sera Systems app, let this workflow do the work of updating your LeadConnector opportunities. This useful automation ensures every new appointment in Sera Systems turns into a potential lead in LeadConnector, streamlining your sales process and saving you valuable time.
When a new appointment is arranged in the Sera Systems app, let this workflow do the work of updating your LeadConnector opportunities. This useful automation ensures every new appointment in Sera Systems turns into a potential lead in LeadConnector, streamlining your sales process and saving you valuable time.
- When this happens...Appointment Created
Triggers when a new appointment is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
