DripJobs + OpenPhone
Manage new scheduled DripJobs estimates by creating or updating OpenPhone contacts
Keep your contacts updated the moment you schedule an on-site estimate in DripJobs. With this workflow, each time an on-site estimate is booked in DripJobs, it will effortlessly generate or refresh the relevant contact details in OpenPhone. It keeps information streamlined, ensuring you stay organized and maintain vital client details all in one place. Experience the comfort of smart contact management.
Keep your contacts updated the moment you schedule an on-site estimate in DripJobs. With this workflow, each time an on-site estimate is booked in DripJobs, it will effortlessly generate or refresh the relevant contact details in OpenPhone. It keeps information streamlined, ensuring you stay organized and maintain vital client details all in one place. Experience the comfort of smart contact management.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
Select Phone NumbersRequired
Try It
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
Select Phone NumbersRequired
Try ItPhone NumbersRequired
Try It
