LeadConnector + SortScape
Add completed jobs from SortScape to LeadConnector as new leads in the workflow
Improve your lead management process with this smart feature. Whenever a job is completed in SortScape, a corresponding lead is immediately added in LeadConnector. This function helps track and save prospective clients with zero manual labor, enhancing your productivity and customer outreach. Foster faster connections with new leads and maintain an organized database with this streamlined interaction between SortScape and LeadConnector.
Improve your lead management process with this smart feature. Whenever a job is completed in SortScape, a corresponding lead is immediately added in LeadConnector. This function helps track and save prospective clients with zero manual labor, enhancing your productivity and customer outreach. Foster faster connections with new leads and maintain an organized database with this streamlined interaction between SortScape and LeadConnector.
- When this happens...Job Completed
Triggers when a job has been completed.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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Contact Created
Triggers when a contact has been created.
Try ItInvoice Created
Triggers when a new invoice has been created.
Try ItContact nameRequired
First name
Last name
Email
Company
Mobile phone
Phone
Note
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
Contact Updated
Triggers when a contact has been updated.
Try ItJob Completed
Triggers when a job has been completed.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
