LeadConnector + Spruce

Update LeadConnector contacts when new estimates are sent in Spruce

When an estimate is sent through the Spruce app, streamline your work process with this efficient automation. It will swiftly add or update the contact information in your LeadConnector app, ensuring no leads are missed or overlooked. Simplify your lead management and enhance your potential for conversions with this handy workflow.

When this happens...
Estimate Sent
Triggers when a new estimate is sent to a customer.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Estimate Accepted
Triggers when an estimate is accepted.
Trigger
Instant
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Estimate Opened
Triggers when an estimate is opened.
Trigger
Instant
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Estimate Sent
Triggers when a new estimate is sent to a customer.
Trigger
Instant
Try It
Handover Pack Sent
Triggers when a new handover pack is sent to a customer.
Trigger
Instant
Try It
Job Owner Changed
Triggers when Job owner is changed.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Opened
Triggers when a proposal is opened.
Trigger
Instant
Try It

Quote Downloaded by Installer
Triggers when a quote is downloaded by the installer.
Trigger
Instant
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Quote Sent
Triggers when a new quote is sent to a customer.
Trigger
Instant
Try It
Report Opened
Triggers when a report is opened.
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

Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Trigger
Instant
Try It
Estimate Rejected
Triggers when an estimate is rejected by the customer.
Trigger
Instant
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Handover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Trigger
Instant
Try It
Job Created
Triggers when a new Job is created.
Trigger
Instant
Try It
Job Status Changed
Triggers when Job status is changed.
Trigger
Instant
Try It
Proposal Downloaded by Installer
Triggers when a proposal is downloaded by the installer.
Trigger
Instant
Try It
Proposal Sent
Triggers when a new proposal is sent to a customer.
Trigger
Instant
Try It
Quote Opened
Triggers when a quote is opened.
Trigger
Instant
Try It
Report Downloaded by Installer
Triggers when a report is downloaded by the installer.
Trigger
Instant
Try It
Report Sent
Triggers when a new report is sent to a customer.
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 Spruce

Transform your heat pump business. Streamline your workflow and save days every month with Spruce.

Related categories

Productivity

LeadConnector + Spruce

Update LeadConnector contacts when new estimates are sent in Spruce

Supported triggers and actions

Estimate Accepted

Estimate Opened

Estimate Sent

Handover Pack Sent

Job Owner Changed

Proposal Accepted

Proposal Opened

Quote Downloaded by Installer

Quote Sent

Report Opened

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

Estimate Callback Requested

Estimate Rejected

Handover Pack Downloaded by Installer

Job Created

Job Status Changed

Proposal Downloaded by Installer

Proposal Sent

Quote Opened

Report Downloaded by Installer

Report Sent

Add/Update Contact

Add Lead to Workflow

Add Task

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Spruce

Related categories