LeadConnector + Sera Systems
Manage newly accepted Sera Systems invoices by updating opportunities in LeadConnector
Seamlessly maintain and update your lead database with this streamlined workflow. When an invoice gets approved in Sera Systems, an opportunity will be instantly added or updated in LeadConnector. This process not only saves time but also ensures data consistency across your sales platforms, helping to efficiently keep track of your business opportunities.
Seamlessly maintain and update your lead database with this streamlined workflow. When an invoice gets approved in Sera Systems, an opportunity will be instantly added or updated in LeadConnector. This process not only saves time but also ensures data consistency across your sales platforms, helping to efficiently keep track of your business opportunities.
- When this happens...Invoice Accepted
Triggers when invoice is accepted.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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