LeadConnector + SortScape
LeadConnector + SortScape
Add completed jobs from SortScape to LeadConnector as new leads in the workflow
Improve your lead management process with this smart feature. Whenever a job is completed in SortScape, a corresponding lead is immediately added in LeadConnector. This function helps track and save prospective clients with zero manual labor, enhancing your productivity and customer outreach. Foster faster connections with new leads and maintain an organized database with this streamlined interaction between SortScape and LeadConnector.
- When this happens...Job CompletedTriggers when a job has been completed.
- automatically do this!Add Lead to WorkflowAdds a lead to an existing workflow.
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More things you can do with SortScape and LeadConnector
Discover other triggers and actions you can use with SortScape and LeadConnector
- Contact Created
Triggers when a contact has been created.
Try ItTriggerInstant - Invoice Created
Triggers when a new invoice has been created.
Try ItTriggerInstant - Request Created
Triggers when a request has been created, from any source: the external request form, created directly in SortScape, the API, the AI receptionist, or email leads. Use the source field to distinguish where a request came from.
Try ItTriggerInstant - First Name
- Last Name
- Email
- Phone
- Address
- City
- State
- Post Code
- DescriptionRequired
- Internal Notes
ActionWrite
- Contact Updated
Triggers when a contact has been updated.
Try ItTriggerInstant - Job Completed
Triggers when a job has been completed.
Try ItTriggerInstant - Contact nameRequired
- First name
- Last name
- Email
- Company
- Mobile phone
- Phone
- Note
ActionWrite- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant
