Create or update LeadConnector contacts for new quotes in Xero
Speed up your sales process with this simple workflow. Whenever a new quote is generated in Xero, the same information will be instantly added or updated in your LeadConnector contacts. It saves you time and ensures you are always working with the most up-to-date contact information. This is the way to make your quoting process more efficient and productive.
Speed up your sales process with this simple workflow. Whenever a new quote is generated in Xero, the same information will be instantly added or updated in your LeadConnector contacts. It saves you time and ensures you are always working with the most up-to-date contact information. This is the way to make your quoting process more efficient and productive.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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