fieldd + LeadConnector
Add new sales receipts in fieldd to update opportunities in LeadConnector
Streamline your sales process with this integration. When a new sales receipt is recorded in FieldD, it immediately creates or updates an opportunity in LeadConnector. This efficient connection promotes effective sales tracking and management, ensuring that no potential leads are missed. Harness the power of automation to maintain an accurate and current sales pipeline.
Streamline your sales process with this integration. When a new sales receipt is recorded in FieldD, it immediately creates or updates an opportunity in LeadConnector. This efficient connection promotes effective sales tracking and management, ensuring that no potential leads are missed. Harness the power of automation to maintain an accurate and current sales pipeline.
- When this happens...New Sales Receipt
Triggers when a new cash or card sales receipt is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
