LeadConnector + Workiz
Update LeadConnector contacts when Workiz jobs are completed
Effortlessly keep your contacts updated in LeadConnector with this convenient workflow. When a job is marked as done in Workiz, this automation will add or update the corresponding contact in LeadConnector, ensuring your contact records remain accurate and up-to-date. Maintain seamless communication with your clients and stay organized without any manual data entry.
Effortlessly keep your contacts updated in LeadConnector with this convenient workflow. When a job is marked as done in Workiz, this automation will add or update the corresponding contact in LeadConnector, ensuring your contact records remain accurate and up-to-date. Maintain seamless communication with your clients and stay organized without any manual data entry.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
In PipelineRequired
Moved to Stage
Try It
