Manage newly completed jobs in The Customer Factor by updating opportunities in LeadConnector
Seamlessly manage your customer relationships by turning completed jobs in The Customer Factor into opportunities in the LeadConnector. This workflow ensures each task completion triggers an addition or update of opportunities, keeping you organized and focused. It's an efficient strategy to boost your sales pipeline and nurture client relationships, saving you time on manual data entry.
Seamlessly manage your customer relationships by turning completed jobs in The Customer Factor into opportunities in the LeadConnector. This workflow ensures each task completion triggers an addition or update of opportunities, keeping you organized and focused. It's an efficient strategy to boost your sales pipeline and nurture client relationships, saving you time on manual data entry.
- When this happens...Job Completed
Triggers when a job is marked as completed 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