LeadConnector + MaidCentral

Update opportunities in LeadConnector when jobs are completed in MaidCentral

Streamline your sales process with this convenient workflow. When a one-time job is completed inside the MaidCentral app, it activates the Add/Update Opportunity function in the LeadConnector app. This process effortlessly keeps your sales pipeline updated, saving time and eliminating manual data entry. A perfect solution for businesses aiming to keep lead information accurate and up-to-date after job completion.

When this happens...
Job Completed - One Time
Triggers when a one time job is completed.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Cancelled Service
Triggers when a customer cancels service.
Trigger
Instant
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Do Not Market
Triggers when a contact (lead or customer) is set to do not market.
Trigger
Instant
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Job Completed - Recurring
Triggers when a recurring job is completed.
Trigger
Instant
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Lead Closed
Triggers when a lead is closed.
Trigger
Instant
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Quote Booked
Triggers when a quote is booked.
Trigger
Instant
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- FirstNameRequired
- LastNameRequired
- EmailRequired
- PhoneRequired
- PostalCodeRequired
- Send Lead Email
- Add To Campaigns
- Trigger Webhook
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Contact Updated
Triggers when a contact (lead or customer) is updated.
Trigger
Instant
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Job Completed
Triggers when a job is completed (both Recurring and One Time).
Trigger
Instant
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Job Completed - One Time
Triggers when a one time job is completed.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Quote Sent
Triggers when a quote is sent.
Trigger
Instant
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- Contact TypeRequired
- Contact Id
- Entity Contact Info
- Note Type
- ContentRequired
- Subject
- Create Ticket
- Communication Direction Id
- Sender Contact Info
- Recipient Contact Info
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 LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- 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 TitleRequired
- Task DescriptionRequired
- 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