Field Service Management | Powered by GPS Insight + LeadConnector
Manage new jobs in Field Service Management | Powered by GPS Insight to add or update opportunities in LeadConnector
Streamline your field service management process with this efficient workflow. When a new job is detected in your Field Service Management | Powered by GPS Insight app, it immediately updates or adds a new opportunity in the LeadConnector platform. This seamless process save your time and reduces the possibility of manual data input errors. Enhance your productivity by keeping your opportunities organized and current.
Streamline your field service management process with this efficient workflow. When a new job is detected in your Field Service Management | Powered by GPS Insight app, it immediately updates or adds a new opportunity in the LeadConnector platform. This seamless process save your time and reduces the possibility of manual data input errors. Enhance your productivity by keeping your opportunities organized and current.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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)
