DripJobs + WhatConverts

Schedule on-site estimates in DripJobs and create new leads in WhatConverts

Trigger an effortless workflow when a site estimate is scheduled in DripJobs, instantly creating a lead in WhatConverts. This streamlined process saves valuable time, allowing your sales team to focus on what they do best: turning leads into customers.

When this happens...
On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
TriggerInstant
automatically do this!
Create Lead
Create a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
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Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Drip Sequence
Action
Write
- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)
- EmailsRequired
- AppointmentsRequired
- OtherRequired
- ProfileRequired
Trigger
Instant
Try It
- Lead TypeRequired
- Send Notification
- Profile
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Write

- ProfileRequired
- Lead ID
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Search
- ProfileRequired
- Lead TypeRequired
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Send Notification
- Date & Time
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Search or write

Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
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Instant
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- Lead 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
Action
Write
- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)Required
- Phone Calls (In Progress)Required
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)Required
- EmailsRequired
- AppointmentRequired
- OtherRequired
- ProfileRequired
Trigger
Instant
Try It
- Profile
- Account
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Write
- Lead IDRequired
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
Action
Write
- ProfileRequired
- Lead ID
- Lead TypeRequired
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Search or write

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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DripJobs + WhatConverts

Schedule on-site estimates in DripJobs and create new leads in WhatConverts

On-Site Estimate Scheduled

Project Completed

Create Lead

First NameRequired

Last NameRequired

EmailRequired

Phone

Job Address

Job City

Job State

Job Zip

Notes

Drip Sequence

Updated Lead

Lead Type

Phone Calls (Completed)Required

Phone Calls (Modified)

Phone Calls (In Progress)

Text MessagesRequired

Web FormsRequired

E-Commerce TransactionsRequired

Custom EventsRequired

Chats (Completed)Required

Chats (In Progress)

EmailsRequired

AppointmentsRequired

OtherRequired

ProfileRequired

Create Lead

Lead TypeRequired

Send Notification

Profile

Date & Time

Quotable

Quote Value

Sales Value

WC Client Current

Referrer Source

Referrer Medium

Referrer Campaign

Referrer Content

Referrer Keyword

IP Address

Email Address

Phone Number

User ID

Gclid

Msclkid

Lead Page

Landing Page

Operating System

Browser

Device Type

Device Make

Sender Name

Email Subject

Email Message

Form Name

Tracking Number Name

Tracking Number

Destination Number

Caller Number

Caller Name

Call Duration in Seconds

Caller City

Caller Zip

Caller State

Caller Country

Answer Status

Line Type

Call Transcription

Voicemail Transcription

Message