Manage new JobProgress leads by creating or updating records in Airtable
This workflow streamlines your lead management by promptly transferring new lead information from JobProgress to Airtable. As soon as a new lead is detected in JobProgress, the workflow generates or updates the corresponding record in your Airtable base. This seamless integration of apps not only ensures that your records are always up-to-date but also facilitates efficient lead tracking and management.
This workflow streamlines your lead management by promptly transferring new lead information from JobProgress to Airtable. As soon as a new lead is detected in JobProgress, the workflow generates or updates the corresponding record in your Airtable base. This seamless integration of apps not only ensures that your records are always up-to-date but also facilitates efficient lead tracking and management.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
BaseRequired
TableRequired
Limit to View
Include file contents?
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
BaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try It