Create and manage LeadConnector opportunities when new recurring services are added in ZenMaid
Eliminate manual data entry between ZenMaid and LeadConnector with this automation. When a new recurring service is created in ZenMaid, this workflow updates or adds the related opportunity in LeadConnector. Maintain an organized pipeline of potential business by seamlessly updating your leads. This workflow ensures your sales and cleaning service processes work hand in hand.
Eliminate manual data entry between ZenMaid and LeadConnector with this automation. When a new recurring service is created in ZenMaid, this workflow updates or adds the related opportunity in LeadConnector. Maintain an organized pipeline of potential business by seamlessly updating your leads. This workflow ensures your sales and cleaning service processes work hand in hand.
- When this happens...Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Try ItContact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Try ItInvoice Created
Triggers when a new ZenMaid invoice is created.
Try ItOne-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Try It