LeadConnector + Service Fusion
"manage updated stages in LeadConnector by creating new customers in Service Fusion"
When a change occurs in your pipeline stage in LeadConnector, streamline your workflow by instantly creating a new customer profile in Service Fusion. This process saves you time from manually updating both platforms and ensures your customer records are up-to-date. Enhance your customer service and marketing strategies with this smooth automation.
When a change occurs in your pipeline stage in LeadConnector, streamline your workflow by instantly creating a new customer profile in Service Fusion. This process saves you time from manually updating both platforms and ensures your customer records are up-to-date. Enhance your customer service and marketing strategies with this smooth automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new Service Fusion customer.
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In 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
Phone Number
Email
First Name
Last Name
Full Name
When Job Status Changes To
Try It
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
CampaignRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Customer
Triggers when a new Service Fusion customer is created.
Try It
