DripJobs + LeadConnector
Create DripJobs appointments when LeadConnector stages change
Keep your sales process running smoothly with this workflow. When a pipeline stage changes in LeadConnector, it instantly sets up a new appointment in DripJobs. This automation not only saves you time but also ensures you never miss following up on a lead, thereby helping you close deals faster.
Keep your sales process running smoothly with this workflow. When a pipeline stage changes in LeadConnector, it instantly sets up a new appointment in DripJobs. This automation not only saves you time but also ensures you never miss following up on a lead, thereby helping you close deals faster.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create On-Site Estimate
Creates a contact, estimate, and deal in the Sales Pipeline
- Free forever for core features
- 14 day trial for premium features & apps
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
Phone Number
Email
First Name
Last Name
Full Name
Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try It
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
Date of Birth
Workflow IDRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Card Label Changed
Triggers when a card label is changed
Try It
