LeadConnector + Workiz
Update LeadConnector opportunities whenever job status changes in Workiz
Keep your sales pipelines updated without manual intervention. With this workflow, every time there's a change in job status on Workiz, it triggers an add/update opportunity in LeadConnector. This seamless operation ensures your sales team never misses an opportunity and can swiftly react to changes. Streamline your sales process and increase efficiency with this simple, yet effective solution.
Keep your sales pipelines updated without manual intervention. With this workflow, every time there's a change in job status on Workiz, it triggers an add/update opportunity in LeadConnector. This seamless operation ensures your sales team never misses an opportunity and can swiftly react to changes. Streamline your sales process and increase efficiency with this simple, yet effective solution.
- When this happens...Job Status Change
Triggers when a job status is changed
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
