Create new LeadConnector opportunities from new The Customer Factor prospects
When a new prospect appears in The Customer Factor, the workflow instantly updates or adds an opportunity in the LeadConnector platform. This time-saving automation ensures that every new lead is captured promptly, helping you focus on conversion instead of data entry. You can streamline lead management, stay organized, and never miss a potential opportunity again.
When a new prospect appears in The Customer Factor, the workflow instantly updates or adds an opportunity in the LeadConnector platform. This time-saving automation ensures that every new lead is captured promptly, helping you focus on conversion instead of data entry. You can streamline lead management, stay organized, and never miss a potential opportunity again.
- When this happens...New Prospect
Triggers when you add a new prospect 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