Contractor Foreman + LeadConnector

Create and update LeadConnector opportunities when new customers are added in Contractor Foreman

Streamline your sales process with this efficient workflow that kicks in as soon as a new customer is added in Contractor Foreman. It instantly generates or updates an opportunity in LeadConnector, ensuring your customer data and sales opportunities align perfectly. This process minimizes errors, saves time, and elevates the effectiveness of your sales approach.

When this happens...
Customer Created
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Customer Deleted
Triggers when customer is deleted.
Trigger
Instant
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File Uploaded
Triggers when upload File is uploaded.
Trigger
Instant
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Lead Archived
Triggers when lead is Archived.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- Address1
- Address2
- City
- State
- Zip
- Phone
Action
Write

- 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

Customer Archived
Triggers when customer is Archived.
Trigger
Instant
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Lead Deleted
Triggers when lead is deleted.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- Address1
- Address2
- City
- State
- Zip
- Phone
Action
Write
- 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