involve.me + Workiz
Create new Workiz leads from completed involve.me submissions
Boost your lead generation process by connecting involve.me and Workiz. With this workflow, every time you receive a new completed submission in involve.me, a lead will be created in Workiz. This seamless integration helps you save time, reduce manual data entry, and focus on delivering high-quality leads to your sales team.
Boost your lead generation process by connecting involve.me and Workiz. With this workflow, every time you receive a new completed submission in involve.me, a lead will be created in Workiz. This seamless integration helps you save time, reduce manual data entry, and focus on delivering high-quality leads to your sales team.
- When this happens...
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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- 14 day trial for premium features & apps
involve.me ProjectRequired
Try ItJob Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
