Create LeadConnector contacts from new The Customer Factor estimates
Effortlessly keep your contacts updated in the LeadConnector app with this seamless workflow. Whenever a new estimate is created in The Customer Factor, this automation will add or update the corresponding contact in LeadConnector. Keep your sales process organized and ensure no valuable leads slip through the cracks.
Effortlessly keep your contacts updated in the LeadConnector app with this seamless workflow. Whenever a new estimate is created in The Customer Factor, this automation will add or update the corresponding contact in LeadConnector. Keep your sales process organized and ensure no valuable leads slip through the cracks.
- When this happens...New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It