Field Service Management | Powered by GPS Insight + LeadConnector
Add or update contacts in LeadConnector for each new customer in Field Service Management | Powered by GPS Insight
Enhance your efficiency with this workflow that activates when there's a New Customer in Field Service Management | Powered by GPS Insight. It seamlessly updates or introduces new contact information in LeadConnector, thereby assuring you never miss out on nurturing your leads. This process not only streamlines your customer management, but also ensures your business growth is always one step ahead.
Enhance your efficiency with this workflow that activates when there's a New Customer in Field Service Management | Powered by GPS Insight. It seamlessly updates or introduces new contact information in LeadConnector, thereby assuring you never miss out on nurturing your leads. This process not only streamlines your customer management, but also ensures your business growth is always one step ahead.
- 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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New Customer
Triggers when a new customer is created.
Try ItNew Job
Triggers when a new job is created.
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
New Estimate
Triggers when a new estimate is created.
Try ItNew Product or Service
Triggers when a new product or service is created.
Try ItFirst 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
CampaignRequired
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)
