LeadConnector + Workiz

LeadConnector + Workiz integrations

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.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Workiz and LeadConnector

Discover other triggers and actions you can use with Workiz and LeadConnector

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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

Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
- In Pipeline
  Required
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

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Marketing Automation

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About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

LeadConnector + Workiz

LeadConnector + Workiz

Create and update LeadConnector opportunities for new Workiz leads

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