fieldd + LeadConnector
Add new fieldd invoices to a campaign as leads in LeadConnector
Streamline your lead management processes with this workflow. When a new invoice is created in Fieldd, this automation will immediately add a lead to a campaign in LeadConnector. This enables real-time information transfer, reducing manual entries and ensuring that you can instantly act on fresh invoices to generate sales opportunities.
Streamline your lead management processes with this workflow. When a new invoice is created in Fieldd, this automation will immediately add a lead to a campaign in LeadConnector. This enables real-time information transfer, reducing manual entries and ensuring that you can instantly act on fresh invoices to generate sales opportunities.
- When this happens...New Invoice
Triggers when a new invoice is created.
- 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
