Create new LeadConnector opportunities for new The Customer Factor customers
Streamline your sales process with this workflow. Whenever you have a new customer in The Customer Factor, it automates the creation or updating an opportunity in the LeadConnector. This seamless integration not only saves time but also ensures your sales pipeline in LeadConnector stays constantly updated with your latest customers from The Customer Factor. Boost your sales efficiency and always stay on top of opportunities.
Streamline your sales process with this workflow. Whenever you have a new customer in The Customer Factor, it automates the creation or updating an opportunity in the LeadConnector. This seamless integration not only saves time but also ensures your sales pipeline in LeadConnector stays constantly updated with your latest customers from The Customer Factor. Boost your sales efficiency and always stay on top of opportunities.
- When this happens...New Customer
Triggers when a new customer is added to 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