LeadConnector + Spruce

LeadConnector + Spruce integrations

Add new Spruce jobs to LeadConnector as leads in workflow

Start the lead management process in LeadConnector the moment a new job is created in Spruce. With this workflow, every fresh job in Spruce will generate a corresponding lead in LeadConnector, ensuring a seamless handoff between your job management and lead processing teams. No need for manual data entry or missed leads - keep your operations smooth and efficient with this Spruce to LeadConnector connection.

When this happens...
Job CreatedTriggers when a new Job is created.
TriggerInstant
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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.
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Instant
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Estimate Opened
Triggers when an estimate is opened.
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Estimate Sent
Triggers when a new estimate is sent to a customer.
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Handover Pack Sent
Triggers when a new handover pack is sent to a customer.
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Job Owner Changed
Triggers when Job owner is changed.
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Instant
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Proposal Accepted
Triggers when a proposal is accepted.
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Proposal Opened
Triggers when a proposal is opened.
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Quote Downloaded by Installer
Triggers when a quote is downloaded by the installer.
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Quote Sent
Triggers when a new quote is sent to a customer.
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Report Opened
Triggers when a report is opened.
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- Property altitude in meters
- Built form of the property
  Required
- Total floor area in square meters
  Required
- Current heating fuel type
  Required
- Loft insulation thickness
  Required
- Number of bathrooms
- Number of bedrooms
  Required
- Number of storeys
- UK postcode
  Required
- Property type
  Required
- Room height in metres
- Wall construction and insulation type
  Required
- Window glazing type
  Required
- Full property address (consisting of optional apartment number, street and post town) without postcode
  Required
- Customer's email address
  Required
- Customer's first name
  Required
- Customer's last name
  Required
- Customer's phone number
  Required
- EPC Certificate number for an English/Welsh EPC. If this is present, we will make a best-effort attempt to retrieve the EPC data and link it to the job.
- Optional custom name for the job
- Optional job reference, which must be unique within the company. If not provided, will be generated from the customer surname. Must be at least 3 characters long and not contain the # character. The API will return an error if the reference is invalid or already exists.
- Latitude and longitude coordinates of the address [lat, lng]
  Required
- Outdoor space availability. Only relevant for flats - indicates where the heat pump could be installed.
- The ID of an associated Payaca project. If included and the authed company has a Payaca integration set up, the job in Spruce will be linked to this Payaca project. This ID cannot be changed after the job is created.
- Source of the lead (e.g., 'API', 'Social media', 'Search engine', 'Word of mouth', 'Trade show')
- Tags to apply to this job. If a tag name does not exist for your company, it will be created automatically.
- Unique Delivery Point Reference Number
- Unique Property Reference Number. If this is included but the EPC certificate number key is omitted, we will attempt to retrieve the EPC from this. Passing the EPC certificate number is a more reliable method to retrieve an EPC.
- Year the property was built.
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 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

Estimate Callback Requested
Triggers when a callback for an estimate is requested.
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Instant
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Estimate Rejected
Triggers when an estimate is rejected by the customer.
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Handover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
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Job Created
Triggers when a new Job is created.
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Job Status Changed
Triggers when Job status is changed.
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Proposal Downloaded by Installer
Triggers when a proposal is downloaded by the installer.
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Instant
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Proposal Sent
Triggers when a new proposal is sent to a customer.
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Quote Opened
Triggers when a quote is opened.
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Report Downloaded by Installer
Triggers when a report is downloaded by the installer.
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Report Sent
Triggers when a new report is sent to a customer.
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- In Pipeline
  Required
- Moved to Stage
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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

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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Update LeadConnector contacts when new estimates are sent in Spruce

Add new Spruce estimates to LeadConnector workflow as leads