fieldd + LeadConnector
Add and update LeadConnector contacts when new customers are added in fieldd
Stay connected with your customers seamlessly using this integrated workflow! Whenever you gain a new customer in the fieldd app, it immediately updates or adds their contact information in the LeadConnector application. This efficient process ensures you never miss out on building valuable customer relationships, driving your business forward without any hard effort on your part.
Stay connected with your customers seamlessly using this integrated workflow! Whenever you gain a new customer in the fieldd app, it immediately updates or adds their contact information in the LeadConnector application. This efficient process ensures you never miss out on building valuable customer relationships, driving your business forward without any hard effort on your part.
- 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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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
