Convertlabs + LeadConnector

Create opportunities in LeadConnector when new bookings are added in Convertlabs

Boost your sales productivity with this seamless workflow. Whenever a new booking is captured in Convertlabs, it promptly creates or updates an opportunity in LeadConnector. This prevents duplication and keeps your sales pipeline up-to-date, streamlining your follow-ups for maximum efficiency. Enjoy hassle-free data management between these two platforms, refining your business process for optimized results.

When this happens...
New BookingTriggers when a new booking takes place
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Convertlabs and LeadConnector

Discover other triggers and actions you can use with Convertlabs and LeadConnector

Booking Canceled
Triggers when a booking cancellation takes place
Trigger
Instant
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New Booking
Triggers when a new booking takes place
Trigger
Instant
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New Lead
Triggers when a new lead is captured.
Trigger
Instant
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- Email Marketing List
  Required
- First Name
- Email
  Required
- Phone Number
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Booking Completed
Triggers when a new booking is marked as completed (paid)
Trigger
Instant
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New Booking Customer
Triggers when a new booking customer is registered by the very first time
Trigger
Instant
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New Quote
Triggers when a new quote takes place
Trigger
Instant
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- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About Convertlabs

Convertlabs is a powerful Booking & Marketing Software for your Maid Service and other Local Services

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Related categories

Scheduling & Booking

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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Update LeadConnector contacts when bookings are canceled in Convertlabs