DripJobs + LeadConnector
Manage accepted proposals in DripJobs by adding or updating opportunities in LeadConnector
When an accepted proposal is received in DripJobs, bolster your workflow by instantly updating or adding an opportunity in LeadConnector. Enjoy a seamless transfer of data without lifting a finger, all while maintaining consistent sales management. It’s a practical solution for expanding your business opportunities as fast as they arrive.
When an accepted proposal is received in DripJobs, bolster your workflow by instantly updating or adding an opportunity in LeadConnector. Enjoy a seamless transfer of data without lifting a finger, all while maintaining consistent sales management. It’s a practical solution for expanding your business opportunities as fast as they arrive.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
