Update contacts in LeadConnector when new estimates are emailed in The Customer Factor
Stay organized and on top of your customer interactions with this efficient workflow. When an estimate email is sent through The Customer Factor app, it will prompt the creation or updating of a contact in your LeadConnector app. The workflow streamlines the process, saving you time while ensuring accurate tracking of your customer communication for immediate action or future reference.
Stay organized and on top of your customer interactions with this efficient workflow. When an estimate email is sent through The Customer Factor app, it will prompt the creation or updating of a contact in your LeadConnector app. The workflow streamlines the process, saving you time while ensuring accurate tracking of your customer communication for immediate action or future reference.
- When this happens...Estimate Emailed
Triggered when an estimate is emailed 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