CompanyCam + JobProgress
Create CompanyCam projects from new JobProgress leads
Efficiently manage your sales pipeline by connecting JobProgress and CompanyCam with this workflow. Whenever a new lead is added in JobProgress, a project will be created in CompanyCam, keeping your team organized and up-to-date. Say goodbye to manual data entry and streamline your project creation process with this time-saving automation.
Efficiently manage your sales pipeline by connecting JobProgress and CompanyCam with this workflow. Whenever a new lead is added in JobProgress, a project will be created in CompanyCam, keeping your team organized and up-to-date. Say goodbye to manual data entry and streamline your project creation process with this time-saving automation.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Add Project
Creates a new project in your account.
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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
Checklist Completed
Triggers when a checklist is completed.
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
New Document
Triggers when a document is added to a project.
Try It
