Create leads in DripJobs from new clients in Thryv
When a new client is added in Thryv, let this workflow streamline your process by immediately creating a lead in DripJobs. This ensures your potential customers in Dripjobs are always up-to-date with the latest entries from Thryv, saving you time on manual data entry and providing seamless customer management. Start focusing on nurturing leads, instead of juggling between platforms.
When a new client is added in Thryv, let this workflow streamline your process by immediately creating a lead in DripJobs. This ensures your potential customers in Dripjobs are always up-to-date with the latest entries from Thryv, saving you time on manual data entry and providing seamless customer management. Start focusing on nurturing leads, instead of juggling between platforms.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Lead
Creates a new Lead
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New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Address
Country Name
Timezone
Custom Identifer
Notes
Source
Source URL
Facebook Profile URL
LinkedIn Profile URL
Twitter Profile URL
Google Plus Profile URL
EmailRequired