fieldd + LeadConnector
Mark paid invoices in fieldd and add corresponding leads to campaign in LeadConnector
This streamlined workflow makes managing leads more efficient. As soon as invoices are marked paid in fieldd, it propels the process forward by swiftly adding the lead to a campaign in LeadConnector. This seamless connection not only saves time but also ensures that no potential leads fall through the cracks during your invoicing process. An ideal solution for businesses seeking improved lead management and campaign coordination.
This streamlined workflow makes managing leads more efficient. As soon as invoices are marked paid in fieldd, it propels the process forward by swiftly adding the lead to a campaign in LeadConnector. This seamless connection not only saves time but also ensures that no potential leads fall through the cracks during your invoicing process. An ideal solution for businesses seeking improved lead management and campaign coordination.
- When this happens...Mark Invoice Paid
Triggers when an invoice is marked paid.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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 Sales Receipt
Triggers when a new cash or card sales receipt 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
New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice 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
