Beside + DripJobs

Create on-site estimates in DripJobs for new leads in Beside

Upgrade your efficiency when processing new leads in Beside. With this workflow, once a fresh lead is identified in Beside, an on-site estimate is instantly created in DripJobs. No need for manual intervention—this automation keeps your pipeline moving smoothly and ensures you never miss an opportunity to quote a potential client. Enjoy seamless communication between Beside and DripJobs, saving you time and effort while growing your business.

When this happens...
Lead
Triggers when a new lead communicates with you or you communicate with a new lead.
TriggerInstant
automatically do this!
Create On-Site Estimate
Creates a contact, estimate, and deal in the Sales Pipeline
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Direction
- InboxRequired
Trigger
Instant
Try It
- StatusRequired
- InboxRequired
Trigger
Instant
Try It
- InboxRequired
Trigger
Instant
Try It
Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
Try It
Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
Try It

New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
Try It
Project Stage Changed
Triggers when a project stage is changed in dripjobs
Trigger
Instant
Try It

Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
Try It
Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
Try It
- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
Action
Write

- InboxRequired
Trigger
Instant
Try It
- Direction
- InboxRequired
Trigger
Instant
Try It
- InboxRequired
Trigger
Instant
Try It
Card Label Changed
Triggers when a card label is changed
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
Try It
On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by customer
Trigger
Instant
Try It
Project Completed
Triggers when a project is marked completed in dripjobs.
Trigger
Instant
Try It
- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Job AddressRequired
- Job CityRequired
- Job StateRequired
- Job ZipRequired
- Start TimeRequired
- End TimeRequired
- Appointment DetailsRequired
- Assign To
- Send Email RemindersRequired
- Send Sms RemindersRequired
Action
Write
- Contact IdentifierRequired
- Contact Identifier Type
- Message ContentRequired
- Sender
Action
Write