Create new LeadConnector opportunities from Limo Anywhere quote requests
Effortlessly ensure every new quote request in the Limo Anywhere app is converted into an opportunity in the LeadConnector app with this handy workflow. This automation maintains consistency and accuracy in managing your leads, saving you valuable time and boosting efficiency. Enhance your lead management process and make sure no quote request is missed in the pipeline.
Effortlessly ensure every new quote request in the Limo Anywhere app is converted into an opportunity in the LeadConnector app with this handy workflow. This automation maintains consistency and accuracy in managing your leads, saving you valuable time and boosting efficiency. Enhance your lead management process and make sure no quote request is missed in the pipeline.
- When this happens...New Quote Request
Triggers when a new quote request is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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