LeadConnector + Workiz
Create and update LeadConnector opportunities for new Workiz leads
Seamlessly manage your leads by connecting Workiz and LeadConnector with this automated workflow. When a new lead is created in Workiz, this automation will instantly add or update an opportunity in LeadConnector, keeping your sales pipeline up-to-date and organized. Streamline your lead management process and focus on driving growth and success.
Seamlessly manage your leads by connecting Workiz and LeadConnector with this automated workflow. When a new lead is created in Workiz, this automation will instantly add or update an opportunity in LeadConnector, keeping your sales pipeline up-to-date and organized. Streamline your lead management process and focus on driving growth and success.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
In PipelineRequired
Moved to Stage
Try It
