LeadConnector + Service Fusion
Create and manage LeadConnector opportunities each time new estimates occur in Service Fusion
Streamline your lead management process with this workflow. When new estimates are created in Service Fusion, it triggers an opportunity to be added or updated in LeadConnector. This seamless connection ensures all crucial details are captured accurately, saving you time and reducing the risk of errors. Enhance your productivity and focus on closing deals rather than manually transferring data between systems.
Streamline your lead management process with this workflow. When new estimates are created in Service Fusion, it triggers an opportunity to be added or updated in LeadConnector. This seamless connection ensures all crucial details are captured accurately, saving you time and reducing the risk of errors. Enhance your productivity and focus on closing deals rather than manually transferring data between systems.
- When this happens...New Estimate
Triggers when a new Service Fusion estimate is created.
- 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
