LeadConnector + PaintScout

Create new LeadConnector opportunities from sent PaintScout quotes

Streamline your sales lead management when a quote is sent from PaintScout by instantly creating or updating an opportunity in LeadConnector. This seamless workflow ensures every potential client is accounted for and effectively tracked, maximizing your sales efforts. Harness the power of PaintScout and LeadConnector for a more efficient lead tracking system.

When this happens...
Quote Sent
Triggers when a quote has been sent, or re-sent.
TriggerScheduled
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a contact is created.
Trigger
Scheduled
Try It
- Invoice Status
- Invoice View
- Invoice Display
Trigger
Scheduled
Try It
- Quote View
- Quote Display
Trigger
Scheduled
Try It
- Quote View
- Quote Display
Trigger
Scheduled
Try It
- Quote Status
- Quote View
- Quote Display
Trigger
Scheduled
Try It

- Quote View
- Quote Display
Trigger
Scheduled
Try It
- Invoice Date
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Lead Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Invoice Integration Source - Name
- Invoice Integration Source - ID
Action
Write

- First Name
- Last Name
- Email
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
Action
Write
- Email
- First Name
- Last Name
Action
Search
- Quote Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Quote Number
- Integration Source ID
Action
Search
- Invoice Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Invoice Number
- Invoice Integration Source - ID
- Invoice Date
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Lead Source
- Contact Company
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Invoice Integration Source - Name
Action
Search or write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- Invoice View
- Invoice Display
Trigger
Scheduled
Try It
- Invoice StatusRequired
- Invoice View
- Invoice Display
Trigger
Scheduled
Try It
- Invoice View
- Invoice Display
Trigger
Scheduled
Try It
- Quote Status
- Quote View
- Quote Display
Trigger
Scheduled
Try It
- Quote View
- Quote Display
Trigger
Scheduled
Try It
- First Name
- Last Name
- Email
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
Action
Write
- Quote Date
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration - ID
- Contact Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Source - Name
- Source - ID
Action
Write
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Quote Integration Source - Name
- Quote Integration Source - ID
Action
Write
- Invoice Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Invoice Number
- Source ID
Action
Search
- Email
- First Name
- Last Name
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
Action
Search or write
- Quote Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Quote Number
- Source - ID
- Quote Date
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration - ID
- Contact Source
- Contact Company
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Source - Name
Action
Search or write
- First 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
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write