Create new Pipedrive leads from new orders in Home Inspector Pro Office
Generate new leads in Pipedrive whenever a fresh order is placed in Home Inspector Pro Office. This workflow enables you to streamline your sales process and ensures that every new order from your home inspection business becomes a potential opportunity in your Pipedrive pipeline. Increase your efficiency and never miss out on any new lead with this seamless integration.
Generate new leads in Pipedrive whenever a fresh order is placed in Home Inspector Pro Office. This workflow enables you to streamline your sales process and ensures that every new order from your home inspection business becomes a potential opportunity in your Pipedrive pipeline. Increase your efficiency and never miss out on any new lead with this seamless integration.
- When this happens...New Order Created
Triggers when a new Inspection order is created in HIP Office.
- automatically do this!Create Lead
Creates a new lead.
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Contract Signed
Triggers when the contract for an order is signed by a client in HIP Office.
Try ItNew Agent Added
Triggers when a new real estate agent is added to HIP Office.
Try ItNew Order Created
Triggers when a new Inspection order is created in HIP Office.
Try ItReport Sent
Triggers when a report is sent out via email to your clients.
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Invoice Paid
Triggers when an invoice is paid in HIP Office.
Try ItNew Client Added
Triggers when a new client is added to HIP Office.
Try ItCompleted Order
Triggers when an order is marked complete in HIP Office. This could be an order automatically or manually closed.
Try ItReport Viewed
Triggers when a report is viewed in HIP Office.
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