fieldd + Trackdesk
Create conversions in Trackdesk for new bookings in fieldd
Boost your sales performance instantly when a new booking occurs in fieldd, by leveraging this workflow that records a conversion in Trackdesk. This efficient process ensures you capture every successful booking as a conversion, providing you with valuable real-time insights to understand and amplify your sales efforts. Seamlessly connect your operations between fieldd and Trackdesk, making your sales tracking effortless and incredibly accurate.
Boost your sales performance instantly when a new booking occurs in fieldd, by leveraging this workflow that records a conversion in Trackdesk. This efficient process ensures you capture every successful booking as a conversion, providing you with valuable real-time insights to understand and amplify your sales efforts. Seamlessly connect your operations between fieldd and Trackdesk, making your sales tracking effortless and incredibly accurate.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Create Conversion
Triggers when a new conversion is created.
- Free forever for core features
- 14 day trial for premium features & apps
Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
Try It
New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Try It