Create integrations between HelloLeads and JobProgress to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
Try It - First NameRequired
- Last Name
- ListRequired
- Email AddressRequired
- Mobile NoRequired
- Designation
- Company
- Direct number
- Alternate Number
- Office number
- Address Line 1
- Address Line 2
- City
- State
- Zip
- Country
- Website
- Notes
- Interests
- Potential
- Deal Size
- Customer group
- Tags
- New Lead
New Lead from JobProgress
Try It - IDRequired
- First NameRequired
- Last Name
- Direct number
- Email AddressRequired
- Company
- Address
- City
- State
- Zip Code
- Country
- New Leads
Triggers when new lead is added into HelloLeads.
Try It - New Customer
New Customer from jobprogress
Try It - Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
- Lead Id
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents ListRequired
- First NameRequired
- Last Name
- Email AddressRequired
- Direct number
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Related categories
Related categories