Manage new estimates from The Customer Factor by adding or updating opportunities in LeadConnector
Increase your lead management efficiency with this streamlined workflow. When an estimate is accepted in The Customer Factor, it directly updates or adds an opportunity in the LeadConnector. This efficient process saves you time, as it eliminates manual data entry, and keeps your sales pipeline up-to-date, enhancing your lead triggering and management.
Increase your lead management efficiency with this streamlined workflow. When an estimate is accepted in The Customer Factor, it directly updates or adds an opportunity in the LeadConnector. This efficient process saves you time, as it eliminates manual data entry, and keeps your sales pipeline up-to-date, enhancing your lead triggering and management.
- When this happens...Estimate Accepted
Triggered when an estimate is accepted 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