Create SendJim contacts when new estimates are scheduled in DripJobs
Once a new estimate has been scheduled in DripJobs, a contact will be created in SendJim without mailing anything to the client. This helps keep your address list up-to-date inside SendJim without a manual address import.
Once a new estimate has been scheduled in DripJobs, a contact will be created in SendJim without mailing anything to the client. This helps keep your address list up-to-date inside SendJim without a manual address import.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Contact
Create a 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
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Number of neighbors to mailRequired
Same street onlyRequired
QuickSendRequired
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
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Tags
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
QuickSendRequired