fieldd + LeadConnector

Add and update LeadConnector contacts when new customers are added in fieldd

Stay connected with your customers seamlessly using this integrated workflow! Whenever you gain a new customer in the fieldd app, it immediately updates or adds their contact information in the LeadConnector application. This efficient process ensures you never miss out on building valuable customer relationships, driving your business forward without any hard effort on your part.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Mark Invoice Paid
Triggers when an invoice is marked paid.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
New Worker
Triggers when a new worker is created.
Trigger
Instant
Try It

Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It
Add Lead
Add a Lead in fieldd
Action
Write

New Worker
Create a worker in fieldd
Action
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
- Workflow IDRequired
- 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

New Booking
Triggers when a new job is booked.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Trigger
Instant
Try It
New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Trigger
Instant
Try It
Update Quote
Triggers when a quote is move to an accepted, won or denied state.
Trigger
Instant
Try It
Add Customer
Add a customer in fieldd
Action
Write
Create Order
Create a Order in fieldd
Action
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