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.
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 Lead
Triggers when a new lead is created.
- automatically do this!Add Project
Creates a new project in your account.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst 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
Checklist Completed
Triggers when a checklist is completed.
Try It