LeadConnector + Service Provider Pro

Create new LeadConnector opportunities from new Service Provider Pro invoices

Manage your leads effectively with this efficient workflow. Every time you generate a new invoice in Service Provider Pro, an opportunity is seamlessly added or updated in LeadConnector. This streamlines your processes, keeping your business organized and ensuring no opportunities slip through the cracks. Stay ahead of your competition by adopting this automation to optimize your sales strategy.

When this happens...
New Invoice
Triggers when a new invoice is created (manually or during checkout).
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Invoice Paid
Triggers when an invoice has been paid.
Trigger
Instant
Try It
- Status
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
Try It
- Order Status
- Service
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write

- OrderRequired
- TagRequired
Action
Write
- ClientRequired
- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- OrderRequired
- User
Action
Write
- Send ToRequired
- Message BodyRequired
- Sender
Action
Write
- OrderRequired
- User
Action
Write
- OrderRequired
- StatusRequired
Action
Write
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Service Provider Pro

SPP is a shopping cart and project management software for selling productized services.

Learn more Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

LeadConnector + Service Provider Pro

Create new LeadConnector opportunities from new Service Provider Pro invoices

Invoice Paid

New Invoice

Status

New Ticket

Order Status Changed

Order Status

Service

Create Client

First Name

Last Name

Email

Company

Tax ID

Account Balance

Opt-in

Line 1

City

State

Postcode

Country

Phone

Note

Status

Assigned managers

Add Tag

TagRequired

Update Client

ClientRequired

First Name

Last Name

Email

Company

Tax ID

Account Balance

Opt-in

Line 1

City

State

Postcode

Country

Phone

Note

Status

Assigned managers

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First 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

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired