LeadConnector + Service Fusion
Update opportunities in LeadConnector when job statuses are updated in Service Fusion
Save time and stay organized with this workflow enhancement. Once a job status is updated in Service Fusion, a corresponding opportunity is immediately created or updated in LeadConnector. This keeping your sales pipeline up to date, enabling a seamless flow of information between the two platforms. Ensure your team is always on the same page with real-time updates, increasing efficiency, and helping to drive sales growth.
Save time and stay organized with this workflow enhancement. Once a job status is updated in Service Fusion, a corresponding opportunity is immediately created or updated in LeadConnector. This keeping your sales pipeline up to date, enabling a seamless flow of information between the two platforms. Ensure your team is always on the same page with real-time updates, increasing efficiency, and helping to drive sales growth.
- When this happens...Job Status Updated
Triggers when a job status is updated.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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When Job Status Changes To
Try ItNew Estimate
Triggers when a new Service Fusion estimate is created.
Try ItNew Job
Triggers when a new Service Fusion job is created.
Try ItTypeRequired
Start DateRequired
Start Time
End Date
End Time
Task Note
Assign To (Users)
Relates To (Customers)
Relates To (Jobs)
Relates To (Estimates)
Privacy
Recurrence
New Customer
Triggers when a new Service Fusion customer is created.
Try ItNew Invoice
Triggers when a new Service Fusion invoice is created.
Try ItNew Tech
Triggers when a new Service Fusion tech is created.
Try ItCustomer NameRequired
Account Number
Private Notes
Public Notes
Payment Terms
Discount
Discount Type
Credit Rating
Labor Charge Type
Labor Charge Default Rate
Qbo Sync Token
Qbo Currency
Last Serviced Date
Is Bill For Drive Time
Is Vip
Is Taxable
Parent Customer
Referral Source
Agent
Assigned Contract
Payment Type
Tax Item Name
Industry
Prefix
First Name
Last Name
Suffix
Type
Job Title
Department
Dob
Anniversary
Is Primary
Email
Email Class
Email Types Accepted
Phone
Phone Type
Phone Extension
Street 1
Street 2
City
State Prov
Postal Code
Country
Nickname
Gate Instructions
Latitude
Longitude
Location Type
Is Primary
Is Gated
Is Bill To
Customer Contact
Custom Fields
