DripJobs + Quo
Manage new scheduled DripJobs estimates by creating or updating Quo 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 Quo. 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 Quo. 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.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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