LeadConnector + Mobile Tech RX
Create new LeadConnector contacts from newly created Mobile Tech RX clients
Manage your contacts more effectively with this integrated workflow. Whenever a new client is created in Mobile Tech RX, their details are also simultaneously updated in LeadConnector. This automation keeps your customer list up-to-date, saving you valuable time and eliminating the chance of manual data-entry errors. Streamline your customer management process, ensuring you always have the latest client information at your fingertips.
Manage your contacts more effectively with this integrated workflow. Whenever a new client is created in Mobile Tech RX, their details are also simultaneously updated in LeadConnector. This automation keeps your customer list up-to-date, saving you valuable time and eliminating the chance of manual data-entry errors. Streamline your customer management process, ensuring you always have the latest client information at your fingertips.
- When this happens...Client Created
Triggers when a client is first created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Client Created
Triggers when a client is first created.
Try ItClient Created/Updated
Triggers when major changes occur to a client, including creation.
Try ItEstimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Try ItEstimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Try It
