Autobidder + Markate

Create new customers in Markate from new leads in Autobidder

Stay on top of your new leads in Autobidder by seamlessly transferring them into the Markate app as customers. This workflow enhances your sales funnel management by ensuring no leads slip through the cracks. Save time on data entry and focus on building relationships with your prospects and customers.

When this happens...
New LeadTriggers when a new lead is submitted through your Autobidder calculators.
TriggerInstant
automatically do this!
Create CustomerCreate a new customer on Markate
ActionWrite

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More things you can do with Autobidder and Markate

Discover other triggers and actions you can use with Autobidder and Markate

- Campaign
  Required
- Zapier Action Step
  Required
Trigger
Instant
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Estimate Created
Triggers when a new estimate is generated.
Trigger
Instant
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Estimate Viewed
Triggers when a customer views their estimate.
Trigger
Instant
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- Tag
Trigger
Instant
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New Lead
Triggers when a new lead is submitted through your Autobidder calculators.
Trigger
Instant
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- Lead Email
  Required
- Image URLs
  Required
Action
Write
- Customer Name
  Required
- Customer Email
  Required
- Customer Phone
- Service Address
- City
- State
- ZIP Code
- Service Type
- Total Price
- Customer Notes
- Lead Source
- Calculator ID
- Calculator Variables
- Image URLs
Action
Write

- Event Type
  Required
- Date
  Required
- Start Time
  Required
- End Time
  Required
- Title
- Notes
- Booking Status
- Customer Name
- Customer Email
- Customer Phone
- Customer Address
Action
Write
- Lead ID
  Required
- Status
- Notes
- Total Price
Action
Write
New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
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Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
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- Name
  Required
Action
Write

Estimate Accepted
Triggers when a customer accepts an estimate.
Trigger
Instant
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Estimate Sent
Triggers when an estimate is sent to a customer via email or SMS.
Trigger
Instant
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- Stage
Trigger
Instant
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New Calculator
Triggers when a new pricing calculator is detected in your Autobidder account.
Trigger
Polling
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Pre-Booked Lead
Triggers when a form lead reaches the pre-booked state.
Trigger
Instant
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- Pending Run
  Required
Action
Write
- Automation
  Required
- Lead
- Estimate
- Auto Confirm Pending Run
Action
Write
- Automation
  Required
- Active
  Required
Action
Write
New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
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New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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- Status
- Type
- Customer Source
Trigger
Polling
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Work Order Completed
Triggers when a work order status changes to completed or invoiced.
Trigger
Polling
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- Customer Type
  Required
- First Name
  Required
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer Type
  Required
- Name
  Required
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

About Autobidder

Autobidder allows users to generate instant bids from their website.

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Related categories

CRM (Customer Relationship Management)

About Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create new Markate leads from new Autobidder leads

Related Zap Templates

Create new Markate leads from new Autobidder leads