LeadConnector + Mobile Tech RX
Create new opportunities in LeadConnector when workorders are created in Mobile Tech RX
Create a seamless workflow between Mobile Tech RX and LeadConnector to streamline your sales process. As soon as a new work order is generated in Mobile Tech RX, it instantly turns into an opportunity in LeadConnector. This automation ensures that you never miss tracking and converting potential sales leads, keeping the pipeline healthy and your team focused on closing deals.
Create a seamless workflow between Mobile Tech RX and LeadConnector to streamline your sales process. As soon as a new work order is generated in Mobile Tech RX, it instantly turns into an opportunity in LeadConnector. This automation ensures that you never miss tracking and converting potential sales leads, keeping the pipeline healthy and your team focused on closing deals.
- When this happens...Workorder Created
Triggers when a workorder is generated off an estimate or created manually. Triggers only once per document number.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Client Created
Triggers when a client is first created.
Try ItClient Created/Updated
Triggers when major changes occur to a client, including creation.
Try ItEstimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Try ItEstimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Try It
