Beside + DripJobs

Beside + DripJobs integrations

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...
LeadTriggers when a new lead communicates with you or you communicate with a new lead.
TriggerInstant
automatically do this!
Create On-Site EstimateCreates a contact, estimate, and deal in the Sales Pipeline
ActionWrite

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More things you can do with Beside and DripJobs

Discover other triggers and actions you can use with Beside and DripJobs

- Direction
- Inbox
  Required
Trigger
Instant
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- Status
  Required
- Inbox
  Required
Trigger
Instant
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- Inbox
  Required
Trigger
Instant
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Appointment Details
  Required
- Lead Source
  Required
- Preferred Date
  Required
- Another Date
- Preferred Time
  Required
- Assign To
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write
- Contact Identifier
  Required
- Contact Identifier Type
- Message Content
  Required
- Sender
Action
Write

- Inbox
  Required
Trigger
Instant
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- Direction
- Inbox
  Required
Trigger
Instant
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- Inbox
  Required
Trigger
Instant
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Card Label Changed
Triggers when a card label is changed
Trigger
Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by customer
Trigger
Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
Trigger
Instant
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- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Start Time
  Required
- End Time
  Required
- Appointment Details
  Required
- Assign To
- Send Email Reminders
  Required
- Send Sms Reminders
  Required
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write
- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
- Deal Name
Action
Write

About Beside

Beside is an app that provides all phone number features along with AI tools to assist in managing calls, texts, tasks, and staying organized.

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Related categories

AI Assistants

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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