DripJobs + SumoQuote
Schedule new on-site estimates in DripJobs and create matching projects in SumoQuote
When an on-site estimate is scheduled in DripJobs, this automation streamlines your workflow by creating a new project in SumoQuote. By bridging these two apps, you can save time on administrative tasks and focus more on the project at hand. Simplify your process and keep your project pipeline running smoothly with this effective solution.
When an on-site estimate is scheduled in DripJobs, this automation streamlines your workflow by creating a new project in SumoQuote. By bridging these two apps, you can save time on administrative tasks and focus more on the project at hand. Simplify your process and keep your project pipeline running smoothly with this effective solution.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Project
Creates a new SumoQuote Project
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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
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
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
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try It
