LeadConnector + Workiz
Create and manage new Workiz jobs by adding or updating opportunities in LeadConnector
When a new job is created in Workiz, keep your sales process up-to-date with this workflow. This operation will instantly add or update an opportunity in LeadConnector, ensuring that every job you take on is mapped to your sales pipeline. Stay organized, avoid manual entry, and keep your team on the same page with this seamless connection.
When a new job is created in Workiz, keep your sales process up-to-date with this workflow. This operation will instantly add or update an opportunity in LeadConnector, ensuring that every job you take on is mapped to your sales pipeline. Stay organized, avoid manual entry, and keep your team on the same page with this seamless connection.
- When this happens...New Job
Triggers when a new job is created.
- 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
