CompanyCam + Workiz
CompanyCam + Workiz
Add new Workiz leads to CompanyCam as projects
Easily manage your sales pipeline and project organization with this automatic workflow. When a new lead is created in Workiz, it efficiently creates a corresponding project in CompanyCam. This seamless integration ensures that every prospect in your pipeline has a dedicated project set up in your project management tool, keeping your team organized and up-to-date. Improve your productivity and enhance your project tracking in real-time with this streamlined solution.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Add ProjectCreates a new project in your account.
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More things you can do with Workiz and CompanyCam
Discover other triggers and actions you can use with Workiz and CompanyCam
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite- Checklist Completed
Triggers when a checklist is completed.
Try ItTriggerInstant