LeadConnector + Spruce

LeadConnector + Spruce integrations

Add new Spruce estimates to LeadConnector workflow as leads

Simplify your lead management process with this strong workflow. Once an estimate is dispatched in Spruce, the corresponding lead gets immediately registered in LeadConnector. This seamless process ensures no potential business opportunities slip through the cracks. Get started with this workflow for a more streamlined approach to nurturing and tracking your leads.

When this happens...
Estimate SentTriggers when a new estimate is sent to a customer.
TriggerInstant
automatically do this!
Add Lead to WorkflowAdds a lead to an existing workflow.
ActionWrite

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More things you can do with Spruce and LeadConnector

Discover other triggers and actions you can use with Spruce and LeadConnector

Estimate Accepted
Triggers when an estimate is accepted.
Trigger
Instant
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Estimate Opened
Triggers when an estimate is opened.
Trigger
Instant
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Estimate Sent
Triggers when a new estimate is sent to a customer.
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Instant
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Handover Pack Sent
Triggers when a new handover pack is sent to a customer.
Trigger
Instant
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Job Owner Changed
Triggers when Job owner is changed.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Opened
Triggers when a proposal is opened.
Trigger
Instant
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Quote Downloaded by Installer
Triggers when a quote is downloaded by the installer.
Trigger
Instant
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Quote Sent
Triggers when a new quote is sent to a customer.
Trigger
Instant
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Report Opened
Triggers when a report is opened.
Trigger
Instant
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- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Trigger
Instant
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Estimate Rejected
Triggers when an estimate is rejected by the customer.
Trigger
Instant
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Handover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Trigger
Instant
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Job Created
Triggers when a new Job is created.
Trigger
Instant
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Job Status Changed
Triggers when Job status is changed.
Trigger
Instant
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Proposal Downloaded by Installer
Triggers when a proposal is downloaded by the installer.
Trigger
Instant
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Proposal Sent
Triggers when a new proposal is sent to a customer.
Trigger
Instant
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Quote Opened
Triggers when a quote is opened.
Trigger
Instant
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Report Downloaded by Installer
Triggers when a report is downloaded by the installer.
Trigger
Instant
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Report Sent
Triggers when a new report is sent to a customer.
Trigger
Instant
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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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.

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About Spruce

Transform your heat pump business. Streamline your workflow and save days every month with Spruce.

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Related categories

Productivity

Related Zap Templates

Update LeadConnector contacts when new estimates are sent in Spruce

Related Zap Templates

Update LeadConnector contacts when new estimates are sent in Spruce