Jills Office + The Customer Factor
Create The Customer Factor customers from new action items in Jill's Office
When a new customer calls in, a contact form and action item will be filled out in the Jill's Office app and sent to your company with the information attached. Once that happens, this Zapier integration will automatically add new customers to The Customer Factor, keeping your systems effortlessly up-to-date.
When a new customer calls in, a contact form and action item will be filled out in the Jill's Office app and sent to your company with the information attached. Once that happens, this Zapier integration will automatically add new customers to The Customer Factor, keeping your systems effortlessly up-to-date.
- When this happens...New Action Item
Triggers when a new action item is created.
- automatically do this!Create Customer
This action will create a customer in The Customer Factor
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New Action Item
Triggers when a new action item is created.
Try ItEstimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try It