LeadConnector + Tint Wiz
Create or update LeadConnector contacts when new proposals are made in Tint Wiz
Streamline your proposal and contact management process with this smooth integration. When you create a new proposal in Tint Wiz, it initiates the process of adding or updating a contact in LeadConnector. This workflow eliminates the need of manual data entry, ensuring all your information is up-to-date and consolidated across both platforms. Adapt this efficient system today and stay on top of your leads and proposals.
Streamline your proposal and contact management process with this smooth integration. When you create a new proposal in Tint Wiz, it initiates the process of adding or updating a contact in LeadConnector. This workflow eliminates the need of manual data entry, ensuring all your information is up-to-date and consolidated across both platforms. Adapt this efficient system today and stay on top of your leads and proposals.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Contact
Triggers when a new contact is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Proposal
Triggers when a new proposal is created.
Try ItIn PipelineRequired
Moved to Stage
Try It
New Event
Triggers when a new event is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItNameRequired
Company
Mobile Phone
Phone Number
Email
Street Address
Unit, Apartment
City
Zip/Postal Code
Message
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
