Manage new Contractor+ leads by creating or updating contacts in Quo
This workflow kicks in every time you gain a new lead in Contractor+. It smoothly transfers the information to Quo, updating or creating a contact accordingly. Simplify and streamline your lead management process, eliminating the need to manually input data. It makes communication with your potential customers easier and more efficient, freeing up more time for you to focus on your valuable work.
This workflow kicks in every time you gain a new lead in Contractor+. It smoothly transfers the information to Quo, updating or creating a contact accordingly. Simplify and streamline your lead management process, eliminating the need to manually input data. It makes communication with your potential customers easier and more efficient, freeing up more time for you to focus on your valuable work.
- When this happens...New LeadTriggers when a new lead is added. 
- automatically do this!Create or Update ContactCreates a contact or updates an existing contact. 
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- New Client- Triggers when a new client is added. Try It
- New Invoice- Triggers when a new invoice is added. Try It
- New Work Order- Triggers when a new work order is added. Try It
- Expense TitleRequired 
- Expense Category IdRequired 
- Expense DateRequired 
- Expense AmountRequired 
- Description 
- Reimburse Id 
- Payment Mode Id 
- Reference No 
- Job Or Client 
- Is Tax Included 
- Tax Id 
 
- New Expense- Triggers when a new expense is added. Try It
- New Lead- Triggers when a new lead is added. Try It
- Salutation 
- FirstnameRequired 
- Lastname 
- Company 
- Client Type 
- Leadid 
- Website 
- Is Client Tax Exempt 
- Tax Exemption Number 
- Billing Street 
- Billing Street 2 
- Billing Country 
- Billing State Id 
- Billing City 
- Billing Zip 
- Pa Same As Ba 
- Property Tenant Email 
- Property Tenant Phone 
- Property Tenant Phone Code 
- Property Tenant Name 
- Property Street 
- Property Street 2 
- Property Country 
- Property State Id 
- Property City 
- Property Zip 
- Gate Code 
- Lockbox Code 
- Pcode 
- Pvalue 
- Ptype 
- Pis Primary 
- Evalue 
- Etype 
- Eis Primary 
 
- Salutation 
- First NameRequired 
- Last Name 
- Title 
- Description 
- Source 
- Company 
- Website 
- Address 
- Address 2 
- Country 
- State 
- City 
- Zip 
- Tags 
- Assigned 
- Is Public 
- Pvalue 
- Pis Primary 
- Pcode 
- Evalue 
- Eis Primary 
 





