Send welcome emails to new JobProgress customers via Gmail
Stay connected with your new customers without breaking a sweat! With this workflow, every time a new customer is added in JobProgress, a personalized email will be sent to them using Gmail. This seamless automation saves you time and ensures that your clients receive a warm welcome instantly, building a strong customer relationship from the get-go.
Stay connected with your new customers without breaking a sweat! With this workflow, every time a new customer is added in JobProgress, a personalized email will be sent to them using Gmail. This seamless automation saves you time and ensures that your clients receive a warm welcome instantly, building a strong customer relationship from the get-go.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Label/Mailbox
Search String
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
New Label
Triggers when you add a new label.
Try It