LeadConnector + Workiz
Update opportunities in LeadConnector when lead status changes in Workiz
Easily keep your opportunities updated in LeadConnector when lead status changes are made in Workiz. As soon as a lead status is updated in Workiz, this streamlined workflow will immediately update or add opportunities in LeadConnector accordingly. This efficient solution helps ensure accurate, consistent data across your systems and saves valuable time, removing the hassle of manual updates.
Easily keep your opportunities updated in LeadConnector when lead status changes are made in Workiz. As soon as a lead status is updated in Workiz, this streamlined workflow will immediately update or add opportunities in LeadConnector accordingly. This efficient solution helps ensure accurate, consistent data across your systems and saves valuable time, removing the hassle of manual updates.
- When this happens...Lead Status Change
Triggers when a lead 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
