LeadConnector + Sera Systems
Create new LeadConnector opportunities when appointments are created in Sera Systems
When a new appointment is arranged in the Sera Systems app, let this workflow do the work of updating your LeadConnector opportunities. This useful automation ensures every new appointment in Sera Systems turns into a potential lead in LeadConnector, streamlining your sales process and saving you valuable time.
When a new appointment is arranged in the Sera Systems app, let this workflow do the work of updating your LeadConnector opportunities. This useful automation ensures every new appointment in Sera Systems turns into a potential lead in LeadConnector, streamlining your sales process and saving you valuable time.
- When this happens...Appointment Created
Triggers when a new appointment is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Sera Systems
Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.