LeadConnector + Workiz
Update opportunities in LeadConnector when jobs are completed in Workiz
Keep your sales team in the loop with this convenient workflow. When a job is completed in Workiz, it prompts LeadConnector to add or update an opportunity, keeping your business on track. This automation ensures that all job completion data flows seamlessly into your sales process, optimizing efficiency and maximizing your team's productivity. Stay ahead by making sure every completed job in Workiz is enroute to becoming a sales opportunity in LeadConnector.
Keep your sales team in the loop with this convenient workflow. When a job is completed in Workiz, it prompts LeadConnector to add or update an opportunity, keeping your business on track. This automation ensures that all job completion data flows seamlessly into your sales process, optimizing efficiency and maximizing your team's productivity. Stay ahead by making sure every completed job in Workiz is enroute to becoming a sales opportunity in LeadConnector.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
