DripJobs + LeadConnector

DripJobs + LeadConnector integrations

Schedule on-site estimates in DripJobs and instantly add or update opportunities in LeadConnector

Easily manage your leads and streamline your workflows with this integration. Whenever an on-site estimate is scheduled in DripJobs, an opportunity gets added or updated in LeadConnector. This seamless process can enhance your sales cycle, reduce manual entry, and keep your data up-to-date, nurturing your leads effectively and efficiently.

When this happens...
On-Site Estimate ScheduledTriggers when an on-site estimate scheduled appointment is created in dripjobs.
TriggerInstant
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Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with DripJobs and LeadConnector

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

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
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

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
- First Name
- Last Name
- Email
  Required
- Phone
  Required
- Job Address
- Job City
- Job State
- Job Zip
- Start Time
  Required
- End Time
  Required
- Appointment Details
- Assign To
- Send Email Reminders
- Send Sms Reminders
- Send Email Notification
- Send Sms Notification
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

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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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

DripJobs + LeadConnector

DripJobs + LeadConnector

Schedule on-site estimates in DripJobs and instantly add or update opportunities in LeadConnector

More things you can do with DripJobs and LeadConnector

Related Zap Templates

Related Zap Templates