Add new The Customer Factor jobs to LeadConnector as opportunities
Stay ahead in your sales process with this seamless workflow. When a new job is added in The Customer Factor, an opportunity will be instantly created or updated in LeadConnector. This ensures your sales pipeline in LeadConnector is always up-to-date, reducing manual data entry and keeping you focused on making the sale.
Stay ahead in your sales process with this seamless workflow. When a new job is added in The Customer Factor, an opportunity will be instantly created or updated in LeadConnector. This ensures your sales pipeline in LeadConnector is always up-to-date, reducing manual data entry and keeping you focused on making the sale.
- When this happens...New Job
Triggered when a new job is scheduled 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