LeadConnector + Sera Systems

Update opportunities in LeadConnector when new quotes are accepted in Sera Systems

Streamline your sales process with this efficient workflow. When a quote gets accepted in Sera Systems, it will instantly update or add a new opportunity in LeadConnector. No need for manual entries or data duplication, this workflow ensures your sales pipeline is always up-to-date assisting you in promptly following up with potential customers. Turn accepted quotes into sales opportunities instantly and keep your team focused on closing deals.

When this happens...
Quote Accepted
Triggers when a quote is accepted.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Appointment Cancelled
Triggers when a new appointment is cancelled.
Trigger
Instant
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Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
Trigger
Instant
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Invoice Accepted
Triggers when invoice is accepted.
Trigger
Instant
Try It
Membership Created
Triggers when a new membership is created.
Trigger
Instant
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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
Try It
Quote Draft
Triggers when a quote is set to draft.
Trigger
Instant
Try It

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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

Appointment Completed
Triggers when a new appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when a new appointment is rescheduled.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Job Status Updated
Triggers when a job status changes.
Trigger
Instant
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Membership Updated
Triggers when a new membership is updated.
Trigger
Instant
Try It
Quote Denied
Triggers when a quote is denied.
Trigger
Instant
Try It
Quote Proposed
Triggers when a quote is proposed.
Trigger
Instant
Try It
- 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

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more

Related categories

Productivity

Related Zap Templates

Create new LeadConnector opportunities when appointments are created in Sera Systems

LeadConnector + Sera Systems

Update opportunities in LeadConnector when new quotes are accepted in Sera Systems

Supported triggers and actions

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Membership Created

Quote Accepted

Quote Draft

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Membership Updated

Quote Denied

Quote Proposed

Add/Update Contact

Add Lead to Workflow

Add Task

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Sera Systems

Related categories

Related Zap Templates

Related Zap Templates