Create and update LeadConnector opportunities for new The Customer Factor estimates
Effortlessly manage your sales pipeline with this seamless workflow between The Customer Factor and LeadConnector. When you create a new estimate in The Customer Factor, this automation will add or update an opportunity in LeadConnector, keeping your sales team updated and on track to close deals. Simplify your sales process and stay organized with this easy-to-use integration.
Effortlessly manage your sales pipeline with this seamless workflow between The Customer Factor and LeadConnector. When you create a new estimate in The Customer Factor, this automation will add or update an opportunity in LeadConnector, keeping your sales team updated and on track to close deals. Simplify your sales process and stay organized with this easy-to-use integration.
- When this happens...New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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