fieldd + LeadConnector
Add new fieldd sales receipts to LeadConnector as updated contacts
Stay ahead of your sales game with this streamlined workflow involving Fieldd and LeadConnector. When a new sales receipt is generated in Fieldd, this process is initiated to add or update the corresponding contact in LeadConnector. This seamless integration ensures your contact list is up-to-date, saving you valuable time and providing immediate insights into your recent sales. Ensure your sales information is always current and drive more strategic customer engagements with this effortless automation.
Stay ahead of your sales game with this streamlined workflow involving Fieldd and LeadConnector. When a new sales receipt is generated in Fieldd, this process is initiated to add or update the corresponding contact in LeadConnector. This seamless integration ensures your contact list is up-to-date, saving you valuable time and providing immediate insights into your recent sales. Ensure your sales information is always current and drive more strategic customer engagements with this effortless automation.
- When this happens...New Sales Receipt
Triggers when a new cash or card sales receipt 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
