Create new DripJobs leads from new pins in Active Knocker
When a new pin is added in Active Knocker, this workflow streamlines your process by instantly creating a lead in DripJobs. This powerful combination eliminates manual data entry and ensures your DripJobs lead information is continually updated with Active Knocker's recent activities. Make your sales and marketing processes more efficient by leveraging this streamlined automation.
When a new pin is added in Active Knocker, this workflow streamlines your process by instantly creating a lead in DripJobs. This powerful combination eliminates manual data entry and ensures your DripJobs lead information is continually updated with Active Knocker's recent activities. Make your sales and marketing processes more efficient by leveraging this streamlined automation.
- When this happens...New Pin
Triggers when a new pin is created.
- automatically do this!Create Lead
Creates a new Lead
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New Pin
Triggers when a new pin is created.
Try ItSearch (Optional)
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
First NameRequired
Last NameRequired
EmailRequired
On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence