involve.me + Yardbook

involve.me + Yardbook integrations

Create Yardbook leads from new involve.me submissions

Effortlessly streamline your lead generation process with this involve.me to Yardbook workflow. Whenever a new completed submission is received in involve.me, a lead will be created in Yardbook. Save time, stay organized, and improve your sales process with this seamless automation.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create LeadCreates a new lead and a prospect in Yardbook
ActionWrite

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More things you can do with involve.me and Yardbook

Discover other triggers and actions you can use with involve.me and Yardbook

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
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Lead Created
Triggers when a new lead is created.
Trigger
Polling
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New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
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- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
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New Survey Received
Trigger
Polling
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
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- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.

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Related categories

Forms & Surveys

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About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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