Add and update LeadConnector contacts when new customers are added in fieldd
Stay connected with your customers seamlessly using this integrated workflow! Whenever you gain a new customer in the fieldd app, it immediately updates or adds their contact information in the LeadConnector application. This efficient process ensures you never miss out on building valuable customer relationships, driving your business forward without any hard effort on your part.
Stay connected with your customers seamlessly using this integrated workflow! Whenever you gain a new customer in the fieldd app, it immediately updates or adds their contact information in the LeadConnector application. This efficient process ensures you never miss out on building valuable customer relationships, driving your business forward without any hard effort on your part.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
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New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
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