Schedule on-site estimates in DripJobs and create or update contacts in ActiveCampaign
Ensure a seamless flow of information from your DripJobs to ActiveCampaign with this handy workflow. With it, once an On-Site Estimate is scheduled in DripJobs, a new contact will be created or updated in ActiveCampaign. It helps you maintain an updated contact list in real-time, thus facilitating efficient communication with potential clients.
Ensure a seamless flow of information from your DripJobs to ActiveCampaign with this handy workflow. With it, once an On-Site Estimate is scheduled in DripJobs, a new contact will be created or updated in ActiveCampaign. It helps you maintain an updated contact list in real-time, thus facilitating efficient communication with potential clients.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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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
Custom ObjectRequired
Try It
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
Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try It